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

Maripau Wealth 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
2025 Q1	–	Sell	-2,531	Closed	-$205K	–	137
2024 Q4	$205K	Buy	+2,531	New	+$212K	0.12%	134
2024 Q3	–	Sell	-2,697	Closed	-$211K	–	67
2024 Q2	$211K	Sell	2,697 -1,990	-42%	-$150K	0.14%	134
2024 Q1	$357K	Buy	4,687 +1,620	+53%	+$118K	0.27%	80
2023 Q4	$216K	Sell	3,067 -6,589	-68%	-$435K	0.19%	97
2023 Q3	$613K	Buy	9,656 +1,365	+16%	+$90.7K	0.56%	42
2023 Q2	$553K	Buy	+8,291	New	+$527K	0.49%	48

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

Maripau Wealth Management's DGRW Position: Q1 2025 in Review

Maripau Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 2,531 shares — an estimated $205K sold.

Maripau Wealth Management first reported a position in DGRW in Q2 2023 and held it in 6 quarters. The position peaked at $613K in Q3 2023. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Maripau Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Maripau Wealth Management sold 2,531 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $205K.
Maripau Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and held it in 6 quarters.
Maripau Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $613K in Q3 2023.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Maripau Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.