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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $94.2B AUM 21.24% 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

M Holdings Securities's DGRW Position: Q1 2026 in Review

M Holdings Securities reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 14% in Q1 2026, selling an estimated $272K and leaving 18,815 shares worth $1.68M. The position accounts for 0.11% of the portfolio, ranked #149.

M Holdings Securities first reported a position in DGRW in Q1 2020 and has held it in 5 quarters since. The position peaked at $3.81M in Q2 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

M Holdings Securities held 18,815 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.68M as of Q1 2026.
M Holdings Securities sold 2,989 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $272K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of M Holdings Securities's portfolio in Q1 2026, its #149 holding.
M Holdings Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 5 quarters since.
M Holdings Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.81M in Q2 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.