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

Meridian Wealth Management’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 		$594K Sell
6,213
-682
-10% -$64.4K 0.02% 500
2026
Q1 		$606K Sell
6,895
-828
-11% -$75.3K 0.02% 466
2025
Q4 		$691K Buy
7,723
+1,534
+25% +$137K 0.02% 424
2025
Q3 		$551K Sell
6,189
-984
-14% -$85.3K 0.02% 450
2025
Q2 		$601K Sell
7,173
-362
-5% -$28.7K 0.03% 405
2025
Q1 		$602K Sell
7,535
-4,762
-39% -$390K 0.03% 378
2024
Q4 		$995K Buy
12,297
+589
+5% +$49.3K 0.05% 293
2024
Q3 		$974K Buy
11,708
+253
+2% +$20.3K 0.05% 286
2024
Q2 		$894K Buy
+11,455
New +$866K 0.11% 124
2024
Q1 		– Sell
-9,508
Closed -$668K – 267
2023
Q4 		$668K Buy
9,508
+405
+4% +$26.7K 0.04% 330
2023
Q3 		$578K Buy
9,103
+621
+7% +$41.3K 0.04% 336
2023
Q2 		$565K Buy
8,482
+1,363
+19% +$86.6K 0.05% 302
2023
Q1 		$444K Buy
+7,119
New +$438K 0.04% 338
2019
Q3 		– Sell
-705
Closed -$30.8K – 265
2019
Q2 		$30.8K Buy
+705
New +$30.5K 0.01% 456

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

Meridian Wealth Management's DGRW Position: Q2 2026 in Review

Meridian Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.9% in Q2 2026, selling an estimated $64.4K and leaving 6,213 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #500.

Meridian Wealth Management first reported a position in DGRW in Q2 2019 and has held it in 14 quarters since. The position peaked at $995K in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Meridian Wealth Management held 6,213 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $594K as of Q2 2026.
  • Meridian Wealth Management sold 682 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $64.4K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #500 holding.
  • Meridian Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2019 and has held it in 14 quarters since.
  • Meridian Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $995K in Q4 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.