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MBA Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

MBA 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 		$11.4M Buy
119,649
+2,573
+2% +$243K 3.85% 5
2026
Q1 		$10.3M Buy
117,076
+5,536
+5% +$503K 3.95% 6
2025
Q4 		$9.98M Buy
111,540
+2,383
+2% +$212K 4.02% 6
2025
Q3 		$9.71M Sell
109,157
-2,734
-2% -$237K 4.15% 5
2025
Q2 		$9.37M Buy
111,891
+12,049
+12% +$956K 4.32% 5
2025
Q1 		$7.97M Buy
99,842
+2,439
+3% +$200K 3.95% 5
2024
Q4 		$7.88M Buy
97,403
+2,070
+2% +$173K 3.95% 5
2024
Q3 		$7.93M Sell
95,333
-52
-0.1% -$4.17K 3.81% 5
2024
Q2 		$7.44M Sell
95,385
-425
-0.4% -$32.1K 3.81% 6
2024
Q1 		$7.3M Buy
95,810
+14
+0% +$1.02K 3.77% 6
2023
Q4 		$6.73M Buy
95,796
+2,053
+2% +$136K 3.75% 6
2023
Q3 		$5.95M Buy
93,743
+3,994
+4% +$265K 3.65% 7
2023
Q2 		$5.98M Buy
89,749
+417
+0.5% +$26.5K 3.58% 5
2023
Q1 		$5.57M Buy
89,332
+2,964
+3% +$182K 3.47% 4
2022
Q4 		$5.21M Buy
86,368
+2,936
+4% +$175K 3.41% 4
2022
Q3 		$4.5M Buy
83,432
+2,022
+2% +$120K 3.25% 5
2022
Q2 		$4.67M Buy
81,410
+5,051
+7% +$306K 3.21% 6
2022
Q1 		$4.86M Buy
76,359
+4,490
+6% +$283K 3.01% 6
2021
Q4 		$4.73M Buy
71,869
+564
+0.8% +$35.4K 2.93% 6
2021
Q3 		$4.2M Buy
71,305
+3,356
+5% +$205K 3.1% 6
2021
Q2 		$4.05K Sell
67,949
-2,234
-3% -$132K 1.89% 6
2021
Q1 		$4.01K Buy
+70,183
New +$3.85M 2.21% 6

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

MBA Advisors's DGRW Position: Q2 2026 in Review

MBA Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.2% in Q2 2026, buying an estimated $243K and bringing the position to 119,649 shares worth $11.4M. The position accounts for 3.85% of the portfolio, ranked #5.

MBA Advisors first reported a position in DGRW in Q1 2021 and has held it in 22 quarters since. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • MBA Advisors held 119,649 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11.4M as of Q2 2026.
  • MBA Advisors bought 2,573 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $243K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.85% of MBA Advisors's portfolio in Q2 2026, its #5 holding.
  • MBA Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 22 quarters since.
  • 397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.