MFG
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Merit Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Merit Financial Group’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 		$6.1M Sell
63,762
-25,339
-28% -$2.39M 0.04% 376
2026
Q1 		$7.83M Sell
89,101
-14,658
-14% -$1.33M 0.06% 283
2025
Q4 		$9.28M Buy
103,759
+25,834
+33% +$2.3M 0.07% 215
2025
Q3 		$6.93M Sell
77,925
-8,359
-10% -$725K 0.06% 232
2025
Q2 		$7.23M Buy
86,284
+24,610
+40% +$1.95M 0.08% 193
2025
Q1 		$4.93M Sell
61,674
-71,706
-54% -$5.87M 0.07% 227
2024
Q4 		$10.8M Buy
133,380
+38,687
+41% +$3.23M 0.19% 98
2024
Q3 		$7.88M Sell
94,693
-19,152
-17% -$1.53M 0.18% 103
2024
Q2 		$8.89M Buy
113,845
+2,308
+2% +$174K 0.2% 85
2024
Q1 		$8.26M Buy
111,537
+2,301
+2% +$168K 0.2% 88
2023
Q4 		$7.68M Buy
109,236
+1,462
+1% +$96.6K 0.23% 64
2023
Q3 		$6.84M Buy
107,774
+5,249
+5% +$349K 0.22% 70
2023
Q2 		$6.83M Sell
102,525
-24,333
-19% -$1.55M 0.22% 73
2023
Q1 		$7.91M Sell
126,858
-212
-0.2% -$13K 0.29% 58
2022
Q4 		$7.67M Buy
127,070
+9,499
+8% +$567K 0.28% 57
2022
Q3 		$6.34M Buy
117,571
+9,247
+9% +$547K 0.28% 48
2022
Q2 		$6.21M Sell
108,324
-14,111
-12% -$855K 0.19% 75
2022
Q1 		$7.79M Buy
122,435
+4,095
+3% +$258K 0.47% 33
2021
Q4 		$7.79M Buy
118,340
+52,915
+81% +$3.32M 0.76% 14
2021
Q3 		$3.85M Buy
65,425
+9,230
+16% +$565K 0.4% 28
2021
Q2 		$3.35M Buy
56,195
+16,024
+40% +$947K 0.32% 32
2021
Q1 		$2.3M Buy
40,171
+5,639
+16% +$309K 0.24% 47
2020
Q4 		$1.86M Buy
34,532
+8,373
+32% +$433K 0.18% 52
2020
Q3 		$1.3M Sell
26,159
-1,976
-7% -$95.9K 0.12% 68
2020
Q2 		$1.28M Sell
28,135
-493
-2% -$21.3K 0.13% 69
2020
Q1 		$1.11M Buy
28,628
+4,347
+18% +$197K 0.12% 69
2019
Q4 		$1.18M Buy
24,281
+4,309
+22% +$201K 0.1% 80
2019
Q3 		$901K Buy
+19,972
New +$884K 0.1% 53

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

Merit Financial Group's DGRW Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 28% in Q2 2026, selling an estimated $2.39M and leaving 63,762 shares worth $6.1M. The position accounts for 0.04% of the portfolio, ranked #376.

Merit Financial Group first reported a position in DGRW in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.8M in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Merit Financial Group held 63,762 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.1M as of Q2 2026.
  • Merit Financial Group sold 25,339 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.39M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #376 holding.
  • Merit Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and has held it in 28 quarters since.
  • Merit Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.8M 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.