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

Modern 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	$32.7M	Buy	342,329 +20,241	+6%	+$1.91M	0.39%	53
2026 Q1	$28.4M	Buy	322,088 +12,521	+4%	+$1.14M	0.49%	50
2025 Q4	$27.7M	Buy	309,567 +6,192	+2%	+$552K	0.5%	48
2025 Q3	$27M	Buy	303,375 +7,696	+3%	+$668K	0.53%	51
2025 Q2	$24.8M	Buy	295,679 +36,570	+14%	+$2.9M	0.61%	40
2025 Q1	$20.7M	Buy	259,109 +6,254	+2%	+$512K	0.66%	34
2024 Q4	$20.5M	Buy	+252,855	New	+$21.1M	0.76%	30

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

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

Modern Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.3% in Q2 2026, buying an estimated $1.91M and bringing the position to 342,329 shares worth $32.7M. The position accounts for 0.39% of the portfolio, ranked #53.

Modern Wealth Management first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 789 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Modern Wealth Management held 342,329 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $32.7M as of Q2 2026.
Modern Wealth Management bought 20,241 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.91M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.39% of Modern Wealth Management's portfolio in Q2 2026, its #53 holding.
Modern Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
789 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.