Whitaker-Myers Wealth Managers’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Whitaker-Myers Wealth Managers’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	$269K	Sell	2,818 -15	-0.5%	-$1.42K	0.05%	105
2026 Q1	$249K	Sell	2,833 -18	-0.6%	-$1.64K	0.05%	103
2025 Q4	$255K	Sell	2,851 -14	-0.5%	-$1.25K	0.05%	109
2025 Q3	$255K	Sell	2,865 -16	-0.6%	-$1.39K	0.06%	108
2025 Q2	$241K	Sell	2,881 -15	-0.5%	-$1.19K	0.06%	100
2025 Q1	$231K	Sell	2,896 -34	-1%	-$2.79K	0.06%	105
2024 Q4	$237K	Sell	2,930 -13	-0.4%	-$1.09K	0.07%	107
2024 Q3	$245K	Buy	2,943 +11	+0.4%	+$881	0.08%	95
2024 Q2	$229K	Buy	+2,932	New	+$222K	0.08%	92

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

Whitaker-Myers Wealth Managers's DGRW Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.53% in Q2 2026, selling an estimated $1.42K and leaving 2,818 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #105.

Whitaker-Myers Wealth Managers first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Whitaker-Myers Wealth Managers held 2,818 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $269K as of Q2 2026.
Whitaker-Myers Wealth Managers sold 15 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.42K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #105 holding.
Whitaker-Myers Wealth Managers first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.