Weaver Consulting Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Weaver Consulting Group’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$329K	Buy	3,382 +50	+2%	+$4.9K	0.06%	226
2026 Q2	$319K	Hold	3,332	–	–	0.07%	218
2026 Q1	$293K	Hold	3,332	–	–	0.07%	206
2025 Q4	$298K	Hold	3,332	–	–	0.07%	196
2025 Q3	$296K	Hold	3,332	–	–	0.08%	192
2025 Q2	$279K	Hold	3,332	–	–	0.08%	187
2025 Q1	$266K	Hold	3,332	–	–	0.08%	186
2024 Q4	$270K	Hold	3,332	–	–	0.08%	173
2024 Q3	$277K	Hold	3,332	–	–	0.09%	171
2024 Q2	$260K	Hold	3,332	–	–	0.09%	165
2024 Q1	$254K	Hold	3,332	–	–	0.09%	165
2023 Q4	$234K	Sell	3,332 -285	-8%	-$18.8K	0.1%	173
2023 Q3	$230K	Buy	+3,617	New	+$240K	0.1%	158

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Weaver Consulting Group's DGRW Position: Q3 2026 in Review

Weaver Consulting Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.5% in Q3 2026, buying an estimated $4.9K and bringing the position to 3,382 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #226.

Weaver Consulting Group first reported a position in DGRW in Q3 2023 and has held it in 13 quarters since. 352 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Weaver Consulting Group held 3,382 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $329K as of Q3 2026.
Weaver Consulting Group bought 50 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $4.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Weaver Consulting Group's portfolio in Q3 2026, its #226 holding.
Weaver Consulting Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 13 quarters since.
352 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.