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 Q2	$4.88K	Sell	51 -312	-86%	-$29.5K	﹤0.01%	861
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 $1.55T 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

Medallion Wealth Advisors's DGRW Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 86% in Q2 2026, selling an estimated $29.5K and leaving 51 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Medallion Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.5K in Q4 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Medallion Wealth Advisors held 51 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.88K as of Q2 2026.
Medallion Wealth Advisors sold 312 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $29.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #861 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 7 quarters since.
Medallion Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $32.5K in Q4 2025.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.