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 Q2	$12.2M	Buy	128,005 +8,601	+7%	+$813K	7.25%	2
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 $1.55T 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

Marshall & Sterling Wealth Advisors's DGRW Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.2% in Q2 2026, buying an estimated $813K and bringing the position to 128,005 shares worth $12.2M. The position accounts for 7.25% of the portfolio, ranked #2.

Marshall & Sterling Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Marshall & Sterling Wealth Advisors held 128,005 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $12.2M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 8,601 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $813K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.25% of Marshall & Sterling Wealth Advisors's portfolio in Q2 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 7 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.