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Moloney Securities Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$6.69M Sell
75,238
-689
-0.9% -$59.8K 0.8% 31
2025
Q2 		$6.36M Sell
75,927
-732
-1% -$58.1K 0.79% 22
2025
Q1 		$6.12M Sell
76,659
-703
-0.9% -$57.6K 0.83% 20
2024
Q4 		$6.26M Buy
77,362
+2,025
+3% +$169K 0.84% 23
2024
Q3 		$6.27M Buy
75,337
+745
+1% +$59.7K 0.84% 22
2024
Q2 		$5.82M Sell
74,592
-3,840
-5% -$290K 0.84% 22
2024
Q1 		$5.98M Buy
78,432
+8,294
+12% +$605K 0.9% 19
2023
Q4 		$4.93M Buy
70,138
+11,985
+21% +$792K 0.78% 22
2023
Q3 		$3.69M Buy
58,153
+1,938
+3% +$129K 0.67% 33
2023
Q2 		$3.75M Buy
56,215
+2,716
+5% +$173K 0.66% 34
2023
Q1 		$3.34M Sell
53,499
-2,036
-4% -$125K 0.62% 39
2022
Q4 		$3.35M Sell
55,535
-1,456
-3% -$86.9K 0.74% 31
2022
Q3 		$3.07M Buy
56,991
+1,632
+3% +$96.5K 0.74% 28
2022
Q2 		$3.17M Sell
55,359
-454
-0.8% -$27.5K 0.74% 29
2022
Q1 		$3.55M Buy
55,813
+188
+0.3% +$11.9K 0.69% 33
2021
Q4 		$3.66M Buy
55,625
+2,457
+5% +$154K 0.62% 32
2021
Q3 		$3.13M Buy
53,168
+4,884
+10% +$299K 0.57% 51
2021
Q2 		$2.88M Buy
48,284
+7,268
+18% +$429K 0.52% 55
2021
Q1 		$2.35M Buy
41,016
+11,936
+41% +$655K 0.46% 70
2020
Q4 		$1.57M Buy
29,080
+12,629
+77% +$654K 0.35% 80
2020
Q3 		$815K Buy
+16,451
New +$798K 0.22% 120

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moloney Securities Asset Management's DGRW Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.91% in Q3 2025, selling an estimated $59.8K and leaving 75,238 shares worth $6.69M. The position accounts for 0.8% of the portfolio, ranked #31.

Moloney Securities Asset Management first reported a position in DGRW in Q3 2020 and has held it in 21 quarters since. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Moloney Securities Asset Management held 75,238 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.69M as of Q3 2025.
  • Moloney Securities Asset Management sold 689 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $59.8K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.8% of Moloney Securities Asset Management's portfolio in Q3 2025, its #31 holding.
  • Moloney Securities Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 21 quarters since.
  • 723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.