MB, Levis & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

MB, Levis & Associates’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 Q3	$16.8M	Sell	172,749 -1,692	-1%	-$166K	6.16%	5
2026 Q2	$16.7M	Buy	174,441 +86	+0%	+$8.12K	6.15%	4
2026 Q1	$15.3M	Buy	174,355 +982	+0.6%	+$89.3K	6.39%	4
2025 Q4	$15.5M	Buy	173,373 +5,588	+3%	+$498K	6.53%	4
2025 Q3	$14.9M	Sell	167,785 -1,065	-0.6%	-$92.4K	6.46%	4
2025 Q2	$14.1M	Buy	168,850 +694	+0.4%	+$55.1K	6.21%	5
2025 Q1	$13.4M	Buy	+168,156	New	+$13.8M	6.23%	5

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

MB, Levis & Associates's DGRW Position: Q3 2026 in Review

MB, Levis & Associates reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.97% in Q3 2026, selling an estimated $166K and leaving 172,749 shares worth $16.8M. The position accounts for 6.16% of the portfolio, ranked #5.

MB, Levis & Associates first reported a position in DGRW in Q1 2025 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

MB, Levis & Associates held 172,749 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $16.8M as of Q3 2026.
MB, Levis & Associates sold 1,692 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $166K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 6.16% of MB, Levis & Associates's portfolio in Q3 2026, its #5 holding.
MB, Levis & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 7 quarters since.
250 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.