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

Medallion Wealth 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 Q1	$31.9K	Hold	363	–	–	0.01%	562
2025 Q4	$32.5K	Hold	363	–	–	0.01%	549
2025 Q3	$32.3K	Buy	363 +51	+16%	+$4.42K	0.01%	547
2025 Q2	$26.1K	Hold	312	–	–	0.01%	573
2025 Q1	$24.9K	Hold	312	–	–	0.01%	541
2024 Q4	$24.9K	Buy	+312	New	+$26.1K	0.01%	525

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Medallion Wealth Advisors's DGRW Position: Q1 2026 in Review

Medallion Wealth Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 363 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #562.

Medallion Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.5K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Medallion Wealth Advisors held 363 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $31.9K as of Q1 2026.
Medallion Wealth Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #562 holding.
Medallion Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $32.5K in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.