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Brooks Moore & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Brooks Moore & Associates’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
Q1 		$3.23M Sell
36,760
-3,085
-8% -$281K 1.62% 21
2025
Q4 		$3.56M Buy
39,845
+1,414
+4% +$126K 1.75% 18
2025
Q3 		$3.27M Hold
38,431
– – 1.66% 21
2025
Q2 		$3.27M Buy
38,431
+3,235
+9% +$257K 1.77% 20
2025
Q1 		$2.81M Buy
35,196
+1,720
+5% +$141K 1.59% 21
2024
Q4 		$2.71M Buy
33,476
+672
+2% +$56.2K 1.6% 24
2024
Q3 		$2.73M Buy
32,804
+212
+0.7% +$17K 1.61% 27
2024
Q2 		$2.54M Buy
32,592
+45
+0.1% +$3.4K 1.64% 22
2024
Q1 		$2.48M Sell
32,547
-2,023
-6% -$148K 1.59% 23
2023
Q4 		$2.43M Sell
34,570
-596
-2% -$39.4K 1.67% 22
2023
Q3 		$2.23M Buy
35,166
+337
+1% +$22.4K 1.69% 24
2023
Q2 		$2.32M Buy
34,829
+1,600
+5% +$102K 1.63% 26
2023
Q1 		$2.07M Buy
33,229
+1,588
+5% +$97.6K 1.49% 27
2022
Q4 		$1.91M Buy
31,641
+770
+2% +$45.9K 1.4% 29
2022
Q3 		$1.66M Sell
30,871
-380
-1% -$22.5K 1.35% 32
2022
Q2 		$1.79M Buy
31,251
+2,712
+10% +$164K 1.29% 30
2022
Q1 		$1.82M Sell
28,539
-1,227
-4% -$77.4K 1.12% 35
2021
Q4 		$1.96M Sell
29,766
-6,330
-18% -$398K 1.15% 35
2021
Q3 		$2.12M Buy
36,096
+245
+0.7% +$15K 1.39% 29
2021
Q2 		$2.14M Buy
35,851
+143
+0.4% +$8.45K 1.36% 29
2021
Q1 		$2.04M Buy
35,708
+3,729
+12% +$205K 1.38% 31
2020
Q4 		$1.73M Sell
31,979
-1,169
-4% -$60.5K 1.34% 30
2020
Q3 		$1.64M Sell
33,148
-652
-2% -$31.6K 1.42% 30
2020
Q2 		$1.54M Buy
33,800
+4,477
+15% +$194K 1.44% 28
2020
Q1 		$1.14M Buy
29,323
+8,568
+41% +$389K 1.21% 31
2019
Q4 		$1.01M Buy
20,755
+200
+1% +$9.33K 0.8% 44
2019
Q3 		$927K Buy
20,555
+114
+0.6% +$5.04K 0.78% 46
2019
Q2 		$892K Buy
20,441
+14
+0.1% +$606 0.77% 51
2019
Q1 		$880K Buy
20,427
+4,900
+32% +$202K 0.8% 49
2018
Q4 		$595K Buy
+15,527
New +$642K 0.6% 55

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Brooks Moore & Associates's DGRW Position: Q1 2026 in Review

Brooks Moore & Associates reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.7% in Q1 2026, selling an estimated $281K and leaving 36,760 shares worth $3.23M. The position accounts for 1.62% of the portfolio, ranked #21.

Brooks Moore & Associates first reported a position in DGRW in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.56M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Brooks Moore & Associates held 36,760 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.23M as of Q1 2026.
  • Brooks Moore & Associates sold 3,085 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $281K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.62% of Brooks Moore & Associates's portfolio in Q1 2026, its #21 holding.
  • Brooks Moore & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 30 quarters since.
  • Brooks Moore & Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.56M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.