Farmers & Merchants Investments Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Farmers & Merchants Investments Inc’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
2025 Q1	–	Sell	-3,867	Closed	-$313K	–	1756
2024 Q4	$313K	Hold	3,867	–	–	0.01%	274
2024 Q3	$322K	Hold	3,867	–	–	0.01%	269
2024 Q2	$302K	Hold	3,867	–	–	0.01%	266
2024 Q1	$295K	Hold	3,867	–	–	0.01%	261
2023 Q4	$272K	Hold	3,867	–	–	0.01%	264
2023 Q3	$246K	Hold	3,867	–	–	0.01%	265
2023 Q2	$258K	Hold	3,867	–	–	0.01%	264
2023 Q1	$241K	Hold	3,867	–	–	0.01%	272
2022 Q4	$233K	Hold	3,867	–	–	0.01%	276
2022 Q3	$208K	Buy	+3,867	New	+$229K	0.01%	281

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Farmers & Merchants Investments Inc's DGRW Position: Q1 2025 in Review

Farmers & Merchants Investments Inc sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 3,867 shares — an estimated $313K sold.

Farmers & Merchants Investments Inc first reported a position in DGRW in Q3 2022 and held it in 10 quarters. The position peaked at $322K in Q3 2024. 719 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Farmers & Merchants Investments Inc reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 3,867 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $313K.
Farmers & Merchants Investments Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and held it in 10 quarters.
Farmers & Merchants Investments Inc's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $322K in Q3 2024.
719 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2025, filed 16 Apr 2025.