M Holdings Securities’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

M Holdings Securities’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	–	Sell	-18,815	Closed	-$1.68M	–	180
2026 Q1	$1.68M	Sell	18,815 -2,989	-14%	-$272K	0.11%	149
2025 Q4	$1.95M	Buy	+21,804	New	+$1.94M	0.14%	130
2025 Q3	–	Sell	-45,586	Closed	-$3.81M	–	111
2025 Q2	$3.81M	Buy	45,586 +15,852	+53%	+$1.26M	0.65%	35
2025 Q1	$2.38M	Buy	+29,734	New	+$2.44M	0.4%	50
2020 Q2	–	Sell	-15,940	Closed	-$620K	–	181
2020 Q1	$620K	Buy	+15,940	New	+$724K	0.09%	173

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

M Holdings Securities's DGRW Position: Q2 2026 in Review

M Holdings Securities sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 18,815 shares — an estimated $1.68M sold.

M Holdings Securities first reported a position in DGRW in Q1 2020 and held it in 5 quarters. The position peaked at $3.81M in Q2 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

M Holdings Securities reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 18,815 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.68M.
M Holdings Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 5 quarters.
M Holdings Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.81M in Q2 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.