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Main Street Financial Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Main Street Financial Solutions’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
Q4 		$17.7M Buy
197,760
+3,109
+2% +$277K 1.32% 11
2025
Q3 		$17.3M Sell
194,651
-4,008
-2% -$348K 1.11% 18
2025
Q2 		$16.6M Sell
198,659
-4,814
-2% -$382K 1.21% 18
2025
Q1 		$16.2M Buy
203,473
+18,694
+10% +$1.53M 1.41% 12
2024
Q4 		$15M Buy
184,779
+964
+0.5% +$80.6K 1.47% 13
2024
Q3 		$15.3M Buy
183,815
+2,586
+1% +$207K 1.4% 12
2024
Q2 		$14.1M Buy
181,229
+8,474
+5% +$640K 1.33% 13
2024
Q1 		$13.2M Buy
172,755
+39,592
+30% +$2.89M 1.41% 13
2023
Q4 		$9.36M Sell
133,163
-2,770
-2% -$183K 1.21% 16
2023
Q3 		$8.63M Sell
135,933
-6,165
-4% -$410K 1.22% 17
2023
Q2 		$9.47M Sell
142,098
-9,069
-6% -$576K 1.28% 16
2023
Q1 		$9.42M Buy
151,167
+3,219
+2% +$198K 1.38% 11
2022
Q4 		$8.93M Sell
147,948
-63,172
-30% -$3.77M 1.41% 11
2022
Q3 		$11.5M Buy
+211,120
New +$12.5M 1.9% 9
2022
Q2 		– Sell
-8,009
Closed -$510K – 456
2022
Q1 		$510K Sell
8,009
-82
-1% -$5.17K 0.07% 246
2021
Q4 		$533K Buy
8,091
+153
+2% +$9.61K 0.08% 257
2021
Q3 		$467K Buy
7,938
+89
+1% +$5.45K 0.07% 269
2021
Q2 		$468K Buy
7,849
+681
+10% +$40.2K 0.08% 256
2021
Q1 		$410K Buy
7,168
+719
+11% +$39.5K 0.07% 255
2020
Q4 		$348K Buy
+6,449
New +$334K 0.07% 261

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Main Street Financial Solutions's DGRW Position: Q4 2025 in Review

Main Street Financial Solutions increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.6% in Q4 2025, buying an estimated $277K and bringing the position to 197,760 shares worth $17.7M. The position accounts for 1.32% of the portfolio, ranked #11.

Main Street Financial Solutions first reported a position in DGRW in Q4 2020 and has held it in 20 quarters since. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • Main Street Financial Solutions held 197,760 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $17.7M as of Q4 2025.
  • Main Street Financial Solutions bought 3,109 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $277K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.32% of Main Street Financial Solutions's portfolio in Q4 2025, its #11 holding.
  • Main Street Financial Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 20 quarters since.
  • 767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.