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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Weaver Consulting Group's DGRW Position: Q2 2026 in Review

Weaver Consulting Group held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 3,332 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #218.

Weaver Consulting Group first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Weaver Consulting Group held 3,332 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $319K as of Q2 2026.
Weaver Consulting Group left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Weaver Consulting Group's portfolio in Q2 2026, its #218 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 12 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.