MML Investors Services
DGRW icon

MML Investors Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

MML Investors Services’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 		$33.6M Buy
351,171
+68,471
+24% +$6.47M 0.07% 291
2026
Q1 		$24.8M Sell
282,700
-43,065
-13% -$3.92M 0.07% 282
2025
Q4 		$29.1M Buy
325,765
+19,201
+6% +$1.71M 0.07% 266
2025
Q3 		$27.3M Sell
306,564
-378
-0.1% -$32.8K 0.07% 261
2025
Q2 		$25.7M Buy
306,942
+8,891
+3% +$705K 0.07% 261
2025
Q1 		$23.8M Buy
298,051
+35,191
+13% +$2.88M 0.08% 252
2024
Q4 		$21.3M Buy
262,860
+27,279
+12% +$2.28M 0.07% 263
2024
Q3 		$19.6M Sell
235,581
-3,753
-2% -$301K 0.07% 270
2024
Q2 		$18.7M Buy
239,334
+20,051
+9% +$1.52M 0.08% 259
2024
Q1 		$16.7M Buy
219,283
+21,833
+11% +$1.59M 0.07% 289
2023
Q4 		$13.9M Buy
197,450
+23,558
+14% +$1.56M 0.06% 296
2023
Q3 		$11M Buy
173,892
+7,412
+4% +$493K 0.06% 309
2023
Q2 		$11.1M Buy
166,480
+21,147
+15% +$1.34M 0.06% 305
2023
Q1 		$9.06M Sell
145,333
-13,937
-9% -$857K 0.06% 307
2022
Q4 		$9.61M Buy
159,270
+35,417
+29% +$2.11M 0.06% 311
2022
Q3 		$6.68M Buy
123,853
+589
+0.5% +$34.8K 0.05% 355
2022
Q2 		$7.06M Buy
123,264
+36,086
+41% +$2.19M 0.05% 320
2022
Q1 		$5.55M Buy
87,178
+15,115
+21% +$954K 0.04% 416
2021
Q4 		$4.75M Buy
72,063
+21,964
+44% +$1.38M 0.03% 458
2021
Q3 		$2.95M Buy
50,099
+16,305
+48% +$998K 0.02% 582
2021
Q2 		$2.02M Sell
33,794
-144
-0.4% -$8.51K 0.02% 707
2021
Q1 		$1.94M Sell
33,938
-1,761
-5% -$96.6K 0.02% 667
2020
Q4 		$1.93M Sell
35,699
-291
-0.8% -$15.1K 0.02% 606
2020
Q3 		$1.78M Buy
35,990
+6,292
+21% +$305K 0.02% 558
2020
Q2 		$1.35M Buy
29,698
+7,152
+32% +$310K 0.02% 623
2020
Q1 		$877K Buy
22,546
+1,589
+8% +$72.2K 0.02% 658
2019
Q4 		$1.02M Buy
20,957
+2,601
+14% +$121K 0.01% 717
2019
Q3 		$828K Sell
18,356
-5,868
-24% -$260K 0.01% 739
2019
Q2 		$1.06M Sell
24,224
-503
-2% -$21.8K 0.02% 698
2019
Q1 		$1.06M Buy
24,727
+6,437
+35% +$266K 0.02% 677
2018
Q4 		$701K Buy
18,290
+4,372
+31% +$181K 0.01% 748
2018
Q3 		$617K Buy
13,918
+3,323
+31% +$144K 0.01% 894
2018
Q2 		$434K Buy
10,595
+3,237
+44% +$133K 0.01% 911
2018
Q1 		$297K Buy
+7,358
New +$309K 0.01% 1082

Other funds holding DGRW

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MML Investors Services's DGRW Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 24% in Q2 2026, buying an estimated $6.47M and bringing the position to 351,171 shares worth $33.6M. The position accounts for 0.07% of the portfolio, ranked #291.

MML Investors Services first reported a position in DGRW in Q1 2018 and has held it in 34 quarters since. 526 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • MML Investors Services held 351,171 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $33.6M as of Q2 2026.
  • MML Investors Services bought 68,471 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.47M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of MML Investors Services's portfolio in Q2 2026, its #291 holding.
  • MML Investors Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2018 and has held it in 34 quarters since.
  • 526 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.