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Burns Matteson Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Burns Matteson Capital Management’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 		$4.99M Sell
52,197
-98
-0.2% -$9.26K 1.56% 13
2026
Q1 		$4.59M Buy
52,295
+380
+0.7% +$34.6K 1.68% 13
2025
Q4 		$4.64M Buy
51,915
+599
+1% +$53.4K 1.63% 13
2025
Q3 		$4.57M Buy
51,316
+5,566
+12% +$483K 1.8% 14
2025
Q2 		$3.83M Sell
45,750
-5,754
-11% -$457K 1.85% 17
2025
Q1 		$4.11M Sell
51,504
-245
-0.5% -$20.1K 2.21% 10
2024
Q4 		$4.19M Sell
51,749
-677
-1% -$56.6K 2.35% 10
2024
Q3 		$4.36M Buy
52,426
+12,289
+31% +$984K 2.45% 9
2024
Q2 		$3.13M Buy
40,137
+14,243
+55% +$1.08M 1.97% 12
2024
Q1 		$1.97M Buy
25,894
+21,422
+479% +$1.56M 1.28% 19
2023
Q4 		$314K Buy
+4,472
New +$295K 0.22% 113

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Burns Matteson Capital Management's DGRW Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.19% in Q2 2026, selling an estimated $9.26K and leaving 52,197 shares worth $4.99M. The position accounts for 1.56% of the portfolio, ranked #13.

Burns Matteson Capital Management first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Burns Matteson Capital Management held 52,197 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.99M as of Q2 2026.
  • Burns Matteson Capital Management sold 98 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $9.26K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.56% of Burns Matteson Capital Management's portfolio in Q2 2026, its #13 holding.
  • Burns Matteson Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.