Meridian Financial Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Meridian Financial Partners’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	$3.38M	Sell	34,905 -1,386	-4%	-$131K	1.15%	23
2026 Q1	$3.21M	Sell	36,291 -1,309	-3%	-$119K	1.22%	18
2025 Q4	$3.4M	Sell	37,600 -897	-2%	-$80K	1.35%	16
2025 Q3	$3.43M	Sell	38,497 -978	-2%	-$84.8K	1.43%	15
2025 Q2	$3.31M	Sell	39,475 -197	-0.5%	-$15.6K	1.55%	13
2025 Q1	$3.17M	Sell	39,672 -295	-0.7%	-$24.2K	1.61%	13
2024 Q4	$3.23M	Buy	39,967 +321	+0.8%	+$26.8K	1.71%	10
2024 Q3	$3.3M	Sell	39,646 -778	-2%	-$62.3K	1.67%	12
2024 Q2	$3.23M	Buy	40,424 +2,110	+6%	+$159K	1.92%	10
2024 Q1	$2.79M	Sell	38,314 -540	-1%	-$39.4K	3.59%	5
2023 Q4	$2.74M	Buy	38,854 +221	+0.6%	+$14.6K	2.81%	9
2023 Q3	$2.45M	Sell	38,633 -757	-2%	-$50.3K	2.51%	9
2023 Q2	$2.68M	Sell	39,390 -9,096	-19%	-$578K	1.61%	15
2023 Q1	$3.06M	Sell	48,486 -268	-0.5%	-$16.5K	3.48%	8
2022 Q4	$2.94M	Buy	48,754 +420	+0.9%	+$25.1K	3.3%	9
2022 Q3	$2.66M	Buy	48,334 +218	+0.5%	+$12.9K	3.77%	8
2022 Q2	$2.88M	Buy	48,116 +2,345	+5%	+$142K	1.95%	13
2022 Q1	$2.91M	Sell	45,771 -525	-1%	-$33.1K	4.35%	6
2021 Q4	$2.95M	Buy	46,296 +880	+2%	+$55.3K	2%	13
2021 Q3	$2.7M	Buy	45,416 +555	+1%	+$34K	1.81%	12
2021 Q2	$2.71M	Buy	44,861 +4,521	+11%	+$267K	1.85%	12
2021 Q1	$2.38M	Buy	40,340 +439	+1%	+$24.1K	1.79%	11
2020 Q4	$2.19M	Sell	39,901 -2,253	-5%	-$117K	1.69%	13
2020 Q3	$2.1M	Buy	42,154 +7,782	+23%	+$378K	1.77%	13
2020 Q2	$1.61M	Buy	34,372 +2,802	+9%	+$121K	1.46%	14
2020 Q1	$1.35M	Buy	+31,570	New	+$1.43M	1.46%	12

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Meridian Financial Partners's DGRW Position: Q2 2026 in Review

Meridian Financial Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.8% in Q2 2026, selling an estimated $131K and leaving 34,905 shares worth $3.38M. The position accounts for 1.15% of the portfolio, ranked #23.

Meridian Financial Partners first reported a position in DGRW in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.43M in Q3 2025. 369 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Meridian Financial Partners held 34,905 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.38M as of Q2 2026.
Meridian Financial Partners sold 1,386 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $131K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.15% of Meridian Financial Partners's portfolio in Q2 2026, its #23 holding.
Meridian Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 26 quarters since.
Meridian Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.43M in Q3 2025.
369 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.