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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
Q3 		$272K Sell
2,799
-19
-0.7% -$1.86K 0.04% 106
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Whitaker-Myers Wealth Managers's DGRW Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.67% in Q3 2026, selling an estimated $1.86K and leaving 2,799 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #106.

Whitaker-Myers Wealth Managers first reported a position in DGRW in Q2 2024 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 2,799 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $272K as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 19 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $1.86K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #106 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 10 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.