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

Masso Torrence 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
Q3 		$8.32M Buy
93,483
+6
+0% +$520 3.46% 8
2025
Q2 		$7.83M Buy
93,477
+4,398
+5% +$349K 3.62% 7
2025
Q1 		$7.11M Sell
89,079
-5,090
-5% -$417K 3.8% 7
2024
Q4 		$7.62M Buy
94,169
+3,549
+4% +$297K 4% 6
2024
Q3 		$7.54M Sell
90,620
-21
-0% -$1.68K 4.07% 6
2024
Q2 		$7.07M Buy
90,641
+6,679
+8% +$505K 3.92% 6
2024
Q1 		$6.4M Buy
83,962
+8,311
+11% +$606K 3.8% 7
2023
Q4 		$5.32M Buy
75,651
+11,563
+18% +$764K 3.63% 7
2023
Q3 		$4.07M Sell
64,088
-1,482
-2% -$98.5K 3.13% 10
2023
Q2 		$4.37M Buy
65,570
+7,011
+12% +$445K 3.15% 8
2023
Q1 		$3.65M Sell
58,559
-5,422
-8% -$333K 2.89% 9
2022
Q4 		$3.86M Buy
63,981
+20,698
+48% +$1.23M 3.08% 7
2022
Q3 		$2.33M Buy
43,283
+1,096
+3% +$64.8K 2.06% 17
2022
Q2 		$2.42M Buy
42,187
+1,138
+3% +$69K 2.13% 20
2022
Q1 		$2.61M Buy
41,049
+6,958
+20% +$439K 2.09% 18
2021
Q4 		$2.25M Buy
+34,091
New +$2.14M 1.57% 20

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Masso Torrence Wealth Management's DGRW Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.01% in Q3 2025, buying an estimated $520 and bringing the position to 93,483 shares worth $8.32M. The position accounts for 3.46% of the portfolio, ranked #8.

Masso Torrence Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 16 quarters since. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Masso Torrence Wealth Management held 93,483 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.32M as of Q3 2025.
  • Masso Torrence Wealth Management bought 6 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $520.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.46% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #8 holding.
  • Masso Torrence Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 16 quarters since.
  • 723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.