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Whittier Trust’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Whittier Trust’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 		$189K Sell
1,966
-689
-26% -$65.1K ﹤0.01% 640
2026
Q1 		$235K Hold
2,655
– – ﹤0.01% 557
2025
Q4 		$241K Buy
2,655
+1
+0% +$89 ﹤0.01% 561
2025
Q3 		$237K Buy
2,654
+1
+0% +$87 ﹤0.01% 559
2025
Q2 		$222K Buy
2,653
+2,488
+1,508% +$197K ﹤0.01% 639
2025
Q1 		$13.2K Hold
165
– – ﹤0.01% 1179
2024
Q4 		$13.4K Buy
165
+1
+0.6% +$84 ﹤0.01% 1190
2024
Q3 		$13.6K Buy
164
+1
+0.6% +$80 ﹤0.01% 1210
2024
Q2 		$12.7K Hold
163
– – ﹤0.01% 1212
2024
Q1 		$12.4K Buy
163
+1
+0.6% +$73 ﹤0.01% 1235
2023
Q4 		$11.4K Buy
162
+1
+0.6% +$66 ﹤0.01% 1207
2023
Q3 		$10.2K Buy
161
+1
+0.6% +$66 ﹤0.01% 1256
2023
Q2 		$10.7K Hold
160
– – ﹤0.01% 1259
2023
Q1 		$9.97K Buy
160
+1
+0.6% +$61 ﹤0.01% 1300
2022
Q4 		$9.6K Buy
159
+1
+0.6% +$60 ﹤0.01% 1298
2022
Q3 		$9K Sell
158
-16
-9% -$946 ﹤0.01% 1352
2022
Q2 		$10K Buy
174
+1
+0.6% +$61 ﹤0.01% 1317
2022
Q1 		$11K Buy
+173
New +$10.9K ﹤0.01% 1316

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Whittier Trust's DGRW Position: Q2 2026 in Review

Whittier Trust reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 26% in Q2 2026, selling an estimated $65.1K and leaving 1,966 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Whittier Trust first reported a position in DGRW in Q1 2022 and has held it in 18 quarters since. The position peaked at $241K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Whittier Trust held 1,966 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $189K as of Q2 2026.
  • Whittier Trust sold 689 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $65.1K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #640 holding.
  • Whittier Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 18 quarters since.
  • Whittier Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $241K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.