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

Meridian Financial’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	$5.74M	Buy	60,080 +3,817	+7%	+$361K	2.76%	9
2026 Q1	$4.94M	Buy	56,263 +7,035	+14%	+$640K	2.7%	9
2025 Q4	$4.4M	Buy	49,228 +5,271	+12%	+$470K	2.4%	10
2025 Q3	$3.91M	Buy	43,957 +3,706	+9%	+$321K	2.2%	11
2025 Q2	$3.37M	Buy	40,251 +2,775	+7%	+$220K	2.18%	12
2025 Q1	$2.99M	Buy	37,476 +986	+3%	+$80.8K	2.1%	12
2024 Q4	$2.95M	Buy	36,490 +1,549	+4%	+$130K	2.04%	13
2024 Q3	$2.91M	Buy	34,941 +910	+3%	+$72.9K	1.94%	13
2024 Q2	$2.66M	Buy	34,031 +1,275	+4%	+$96.4K	1.92%	13
2024 Q1	$2.5M	Buy	32,756 +892	+3%	+$65.1K	1.86%	13
2023 Q4	$2.24M	Buy	31,864 +1,213	+4%	+$80.1K	1.76%	14
2023 Q3	$1.95M	Buy	30,651 +2,239	+8%	+$149K	1.81%	14
2023 Q2	$1.89M	Buy	28,412 +2,105	+8%	+$134K	1.71%	15
2023 Q1	$1.64M	Buy	26,307 +3,454	+15%	+$212K	1.59%	16
2022 Q4	$1.38M	Buy	22,853 +108	+0.5%	+$6.44K	1.45%	18
2022 Q3	$1.23M	Buy	22,745 +1,846	+9%	+$109K	1.43%	19
2022 Q2	$1.2M	Buy	20,899 +2,356	+13%	+$143K	1.35%	18
2022 Q1	$1.18M	Buy	18,543 +1,603	+9%	+$101K	1.22%	22
2021 Q4	$1.12M	Buy	+16,940	New	+$1.06M	1.04%	26

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

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Meridian Financial's DGRW Position: Q2 2026 in Review

Meridian Financial increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.8% in Q2 2026, buying an estimated $361K and bringing the position to 60,080 shares worth $5.74M. The position accounts for 2.76% of the portfolio, ranked #9.

Meridian Financial first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Meridian Financial held 60,080 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.74M as of Q2 2026.
Meridian Financial bought 3,817 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $361K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.76% of Meridian Financial's portfolio in Q2 2026, its #9 holding.
Meridian Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.