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

MAI 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	$2.45M	Sell	25,612 -39	-0.2%	-$3.69K	0.01%	649
2026 Q1	$2.25M	Buy	25,651 +352	+1%	+$32K	0.01%	553
2025 Q4	$2.26M	Buy	25,299 +253	+1%	+$22.6K	0.01%	546
2025 Q3	$2.23M	Buy	25,046 +8,697	+53%	+$754K	0.01%	513
2025 Q2	$1.37M	Buy	16,349 +49	+0.3%	+$3.89K	0.01%	574
2025 Q1	$1.3M	Buy	16,300 +214	+1%	+$17.5K	0.01%	560
2024 Q4	$1.3M	Buy	16,086 +9,850	+158%	+$824K	0.01%	572
2024 Q3	$519K	Buy	6,236 +691	+12%	+$55.3K	﹤0.01%	731
2024 Q2	$433K	Buy	5,545 +71	+1%	+$5.37K	﹤0.01%	857
2024 Q1	$417K	Buy	+5,474	New	+$399K	﹤0.01%	871

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

MAI Capital Management's DGRW Position: Q2 2026 in Review

MAI Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.15% in Q2 2026, selling an estimated $3.69K and leaving 25,612 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #649.

MAI Capital Management first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

MAI Capital Management held 25,612 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.45M as of Q2 2026.
MAI Capital Management sold 39 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.69K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #649 holding.
MAI Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.