Marcum Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Marcum Wealth’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	$236K	Buy	2,954 +2	+0.1%	+$164	0.02%	334
2024 Q4	$239K	Buy	+2,952	New	+$247K	0.02%	328
2023 Q1	–	Sell	-5,676	Closed	-$343K	–	407
2022 Q4	$343K	Sell	5,676 -334	-6%	-$19.9K	0.05%	224
2022 Q3	$324K	Buy	6,010 +34	+0.6%	+$2.01K	0.05%	225
2022 Q2	$342K	Buy	5,976 +372	+7%	+$22.6K	0.05%	215
2022 Q1	$357K	Buy	5,604 +65	+1%	+$4.1K	0.05%	219
2021 Q4	$365K	Buy	5,539 +7	+0.1%	+$440	0.05%	214
2021 Q3	$326K	Buy	5,532 +1,861	+51%	+$114K	0.05%	223
2021 Q2	$219K	Buy	3,671 +17	+0.5%	+$1K	0.04%	268
2021 Q1	$209K	Buy	+3,654	New	+$200K	0.03%	274

Other funds holding DGRW

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

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 $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

Marcum Wealth's DGRW Position: Q1 2025 in Review

Marcum Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.07% in Q1 2025, buying an estimated $164 and bringing the position to 2,954 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #334.

Marcum Wealth first reported a position in DGRW in Q1 2021 and has held it in 10 quarters since. The position peaked at $365K in Q4 2021. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Marcum Wealth held 2,954 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $236K as of Q1 2025.
Marcum Wealth bought 2 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $164.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #334 holding.
Marcum Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 10 quarters since.
Marcum Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $365K in Q4 2021.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.