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

Mission 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	$1.4M	Buy	14,630 +10,394	+245%	+$982K	0.02%	380
2026 Q1	$372K	Sell	4,236 -18,931	-82%	-$1.72M	0.01%	562
2025 Q4	$2.07M	Buy	23,167 +18,948	+449%	+$1.69M	0.04%	213
2025 Q3	$375K	Buy	4,219 +9	+0.2%	+$781	0.01%	549
2025 Q2	$353K	Buy	+4,210	New	+$334K	0.01%	554
2025 Q1	–	Sell	-8,741	Closed	-$707K	–	683
2024 Q4	$707K	Buy	8,741 +6,313	+260%	+$528K	0.02%	353
2024 Q3	$202K	Buy	+2,428	New	+$194K	﹤0.01%	639
2024 Q2	–	Sell	-10,930	Closed	-$833K	–	685
2024 Q1	$833K	Buy	+10,930	New	+$797K	0.02%	328

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

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

Mission Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 245% in Q2 2026, buying an estimated $982K and bringing the position to 14,630 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #380.

Mission Wealth Management first reported a position in DGRW in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Mission Wealth Management held 14,630 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.4M as of Q2 2026.
Mission Wealth Management bought 10,394 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $982K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #380 holding.
Mission Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 8 quarters since.
Mission Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.07M in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.