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Meitav Investment House’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Meitav Investment House’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 		$396K Sell
4,145
-428
-9% -$40.4K ﹤0.01% 278
2026
Q1 		$401K Buy
4,573
+480
+12% +$43.6K ﹤0.01% 204
2025
Q4 		$365K Sell
4,093
-662
-14% -$59K ﹤0.01% 217
2025
Q3 		$422K Sell
4,755
-129
-3% -$11.2K 0.01% 201
2025
Q2 		$408K Hold
4,884
– – 0.01% 182
2025
Q1 		$389K Buy
4,884
+166
+4% +$13.6K 0.01% 184
2024
Q4 		$381K Hold
4,718
– – 0.01% 185
2024
Q3 		$392K Buy
4,718
+191
+4% +$15.3K 0.01% 183
2024
Q2 		$353K Buy
4,527
+90
+2% +$6.8K 0.01% 187
2024
Q1 		$338K Buy
4,437
+661
+18% +$48.2K 0.01% 196
2023
Q4 		$265K Sell
3,776
-25
-0.7% -$1.65K ﹤0.01% 303
2023
Q3 		$241K Hold
3,801
– – ﹤0.01% 305
2023
Q2 		$253K Hold
3,801
– – ﹤0.01% 332
2023
Q1 		$243K Sell
3,801
-1,390
-27% -$85.4K ﹤0.01% 336
2022
Q4 		$313K Buy
5,191
+198
+4% +$11.8K 0.01% 322
2022
Q3 		$271K Buy
4,993
+126
+3% +$7.45K ﹤0.01% 329
2022
Q2 		$278K Sell
4,867
-853
-15% -$51.7K ﹤0.01% 305
2022
Q1 		$363K Buy
5,720
+704
+14% +$44.4K 0.01% 327
2021
Q4 		$330K Sell
5,016
-384
-7% -$24.1K 0.01% 336
2021
Q3 		$317K Buy
5,400
+271
+5% +$16.6K 0.01% 349
2021
Q2 		$305K Buy
5,129
+682
+15% +$40.3K 0.01% 359
2021
Q1 		$254K Buy
+4,447
New +$244K 0.01% 336

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Meitav Investment House's DGRW Position: Q2 2026 in Review

Meitav Investment House reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.4% in Q2 2026, selling an estimated $40.4K and leaving 4,145 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Meitav Investment House first reported a position in DGRW in Q1 2021 and has held it in 22 quarters since. The position peaked at $422K in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Meitav Investment House held 4,145 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $396K as of Q2 2026.
  • Meitav Investment House sold 428 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $40.4K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #278 holding.
  • Meitav Investment House first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 22 quarters since.
  • Meitav Investment House's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $422K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.