McAlister Sweet & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

McAlister Sweet & 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 Q2	$258K	Hold	2,700	–	–	0.14%	32
2026 Q1	$237K	Hold	2,700	–	–	0.15%	30
2025 Q4	$241K	Hold	2,700	–	–	0.18%	23
2025 Q3	$240K	Hold	2,700	–	–	0.16%	24
2025 Q2	$226K	Hold	2,700	–	–	0.2%	28
2025 Q1	$216K	Hold	2,700	–	–	0.16%	28
2024 Q4	$219K	Hold	2,700	–	–	0.16%	21
2024 Q3	$225K	Hold	2,700	–	–	0.19%	28
2024 Q2	$211K	Sell	2,700 -13	-0.5%	-$982	0.15%	31
2024 Q1	$207K	Buy	+2,713	New	+$198K	0.16%	32

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

McAlister Sweet & Associates's DGRW Position: Q2 2026 in Review

McAlister Sweet & Associates held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 2,700 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #32.

McAlister Sweet & Associates first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

McAlister Sweet & Associates held 2,700 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $258K as of Q2 2026.
McAlister Sweet & Associates left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.14% of McAlister Sweet & Associates's portfolio in Q2 2026, its #32 holding.
McAlister Sweet & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.