Marshall & Sterling Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Marshall & Sterling Wealth Advisors’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	$10.5M	Buy	119,404 +3,593	+3%	+$327K	6.86%	2
2025 Q4	$10.4M	Sell	115,811 -145	-0.1%	-$12.9K	6.84%	2
2025 Q3	$10.3M	Sell	115,956 -1,524	-1%	-$132K	6.61%	2
2025 Q2	$9.83M	Buy	117,480 +5,704	+5%	+$453K	6.65%	2
2025 Q1	$8.93M	Sell	111,776 -2,669	-2%	-$219K	6.07%	2
2024 Q4	$9.26M	Buy	+114,445	New	+$9.57M	6.4%	1

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

Marshall & Sterling Wealth Advisors's DGRW Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.1% in Q1 2026, buying an estimated $327K and bringing the position to 119,404 shares worth $10.5M. The position accounts for 6.86% of the portfolio, ranked #2.

Marshall & Sterling Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Marshall & Sterling Wealth Advisors held 119,404 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.5M as of Q1 2026.
Marshall & Sterling Wealth Advisors bought 3,593 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $327K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 6.86% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #2 holding.
Marshall & Sterling Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.