MBA Advisors
DGRW icon

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
Q3 		$12.1M Buy
124,472
+4,823
+4% +$472K 3.95% 5
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 		$10M Buy
111,540
+2,383
+2% +$212K 4.02% 6
2025
Q3 		$9.7M 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% -$4.16K 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 		$4.06M Sell
67,949
-2,234
-3% -$132K 1.89% 6
2021
Q1 		$4.01M Buy
+70,183
New +$3.85M 2.21% 6

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MBA Advisors's DGRW Position: Q3 2026 in Review

MBA Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4% in Q3 2026, buying an estimated $472K and bringing the position to 124,472 shares worth $12.1M. The position accounts for 3.95% of the portfolio, ranked #5.

MBA Advisors first reported a position in DGRW in Q1 2021 and has held it in 23 quarters since. 545 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • MBA Advisors held 124,472 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $12.1M as of Q3 2026.
  • MBA Advisors bought 4,823 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $472K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.95% of MBA Advisors's portfolio in Q3 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 23 quarters since.
  • 545 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.