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

Midwest Trust’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 Q3	$867K	Buy	8,919 +597	+7%	+$58.5K	0.01%	383
2026 Q2	$796K	Sell	8,322 -866	-9%	-$81.8K	0.01%	381
2026 Q1	$807K	Buy	9,188 +1	+0%	+$91	0.01%	366
2025 Q4	$822K	Buy	9,187 +477	+5%	+$42.5K	0.01%	354
2025 Q3	$775K	Sell	8,710 -602	-6%	-$52.2K	0.01%	368
2025 Q2	$780K	Buy	+9,312	New	+$739K	0.01%	371

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Midwest Trust's DGRW Position: Q3 2026 in Review

Midwest Trust increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.2% in Q3 2026, buying an estimated $58.5K and bringing the position to 8,919 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #383.

Midwest Trust first reported a position in DGRW in Q2 2025 and has held it in 6 quarters since. 352 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Midwest Trust held 8,919 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $867K as of Q3 2026.
Midwest Trust bought 597 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $58.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #383 holding.
Midwest Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 6 quarters since.
352 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.