Mesirow Financial Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Mesirow Financial Investment 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	$2.31M	Buy	24,165 +564	+2%	+$53.3K	0.04%	201
2026 Q1	$2.07M	Buy	23,601 +464	+2%	+$42.2K	0.03%	205
2025 Q4	$2.07M	Sell	23,137 -462	-2%	-$41.2K	0.04%	179
2025 Q3	$2.1M	Hold	23,599	–	–	0.04%	194
2025 Q2	$1.98M	Buy	23,599 +4,099	+21%	+$325K	0.04%	194
2025 Q1	$1.56M	Buy	+19,500	New	+$1.6M	0.03%	217

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mesirow Financial Investment Management's DGRW Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.4% in Q2 2026, buying an estimated $53.3K and bringing the position to 24,165 shares worth $2.31M. The position accounts for 0.04% of the portfolio, ranked #201.

Mesirow Financial Investment Management first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Mesirow Financial Investment Management held 24,165 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.31M as of Q2 2026.
Mesirow Financial Investment Management bought 564 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $53.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #201 holding.
Mesirow Financial Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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