Melone Private Wealth
DGRW icon

Melone Private Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Melone Private Wealth’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 		$6.58M Buy
67,706
+3,464
+5% +$339K 2.58% 17
2026
Q2 		$6.14M Buy
64,242
+142
+0.2% +$13.4K 2.34% 19
2026
Q1 		$5.63M Buy
64,100
+1,188
+2% +$108K 2.3% 18
2025
Q4 		$5.63M Sell
62,912
-72,124
-53% -$6.43M 2.39% 17
2025
Q3 		$12M Buy
135,036
+13,818
+11% +$1.2M 5.44% 7
2025
Q2 		$10.1M Buy
121,218
+2,864
+2% +$227K 5.18% 7
2025
Q1 		$9.45M Buy
118,354
+950
+0.8% +$77.8K 4.95% 7
2024
Q4 		$9.5M Sell
117,404
-6,688
-5% -$559K 4.92% 7
2024
Q3 		$10.3M Buy
124,092
+3,046
+3% +$244K 5.48% 7
2024
Q2 		$9.45M Buy
121,046
+1,075
+0.9% +$81.2K 5.6% 6
2024
Q1 		$9.14M Buy
119,971
+809
+0.7% +$59K 5.49% 5
2023
Q4 		$8.37M Sell
119,162
-65,832
-36% -$4.35M 5.33% 5
2023
Q3 		$11.7M Buy
184,994
+9,764
+6% +$649K 8.4% 2
2023
Q2 		$11.7M Buy
175,230
+9,727
+6% +$618K 8.24% 2
2023
Q1 		$10.3M Buy
165,503
+44,078
+36% +$2.71M 7.85% 2
2022
Q4 		$7.33M Buy
121,425
+11,793
+11% +$704K 6.21% 3
2022
Q3 		$6.13M Buy
109,632
+5,122
+5% +$303K 5.35% 4
2022
Q2 		$6.09M Buy
104,510
+1,281
+1% +$77.7K 5.16% 5
2022
Q1 		$6.5M Sell
103,229
-2,554
-2% -$161K 5.3% 4
2021
Q4 		$6.97M Buy
+105,783
New +$6.64M 5.24% 4

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Melone Private Wealth's DGRW Position: Q3 2026 in Review

Melone Private Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.4% in Q3 2026, buying an estimated $339K and bringing the position to 67,706 shares worth $6.58M. The position accounts for 2.58% of the portfolio, ranked #17.

Melone Private Wealth first reported a position in DGRW in Q4 2021 and has held it in 20 quarters since. The position peaked at $12M in Q3 2025. 352 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Melone Private Wealth held 67,706 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.58M as of Q3 2026.
  • Melone Private Wealth bought 3,464 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $339K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.58% of Melone Private Wealth's portfolio in Q3 2026, its #17 holding.
  • Melone Private Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $12M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.