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 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

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

Midwest Trust's DGRW Position: Q2 2026 in Review

Midwest Trust reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.4% in Q2 2026, selling an estimated $81.8K and leaving 8,322 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #381.

Midwest Trust first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $822K in Q4 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Midwest Trust held 8,322 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $796K as of Q2 2026.
Midwest Trust sold 866 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $81.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #381 holding.
Midwest Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $822K in Q4 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.