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MONECO Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

MONECO Advisors’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
Q1 		$962K Buy
10,950
+110
+1% +$10K 0.07% 221
2025
Q4 		$969K Buy
10,840
+22
+0.2% +$1.96K 0.08% 214
2025
Q3 		$962K Buy
10,818
+19
+0.2% +$1.65K 0.08% 210
2025
Q2 		$904K Buy
10,799
+22
+0.2% +$1.75K 0.08% 205
2025
Q1 		$861K Sell
10,777
-3,157
-23% -$259K 0.09% 197
2024
Q4 		$1.13M Buy
13,934
+33
+0.2% +$2.76K 0.12% 163
2024
Q3 		$1.16M Buy
13,901
+21
+0.2% +$1.68K 0.14% 146
2024
Q2 		$1.08M Buy
13,880
+35
+0.3% +$2.65K 0.16% 141
2024
Q1 		$1.05M Sell
13,845
-839
-6% -$61.2K 0.17% 146
2023
Q4 		$1.03M Sell
14,684
-950
-6% -$62.7K 0.2% 129
2023
Q3 		$993K Buy
15,634
+1,349
+9% +$89.6K 0.27% 97
2023
Q2 		$952K Buy
14,285
+2,127
+17% +$135K 0.26% 101
2023
Q1 		$758K Buy
12,158
+70
+0.6% +$4.3K 0.22% 114
2022
Q4 		$730K Buy
12,088
+48
+0.4% +$2.86K 0.26% 96
2022
Q3 		$649K Sell
12,040
-945
-7% -$55.9K 0.26% 91
2022
Q2 		$744K Sell
12,985
-99
-0.8% -$6K 0.29% 84
2022
Q1 		$833K Buy
13,084
+207
+2% +$13.1K 0.31% 77
2021
Q4 		$821K Buy
12,877
+113
+0.9% +$7.1K 0.31% 81
2021
Q3 		$751K Buy
12,764
+40
+0.3% +$2.45K 0.3% 79
2021
Q2 		$759K Buy
12,724
+383
+3% +$22.6K 0.35% 72
2021
Q1 		$706K Buy
12,341
+2,111
+21% +$116K 0.34% 74
2020
Q4 		$557K Buy
10,230
+55
+0.5% +$2.85K 0.31% 73
2020
Q3 		$504K Buy
10,175
+268
+3% +$13K 0.32% 73
2020
Q2 		$451K Buy
9,907
+53
+0.5% +$2.29K 0.35% 67
2020
Q1 		$383K Sell
9,854
-6,699
-40% -$304K 0.39% 64
2019
Q4 		$822K Buy
16,553
+536
+3% +$25K 0.58% 41
2019
Q3 		$722K Buy
16,017
+653
+4% +$28.9K 0.56% 40
2019
Q2 		$671K Sell
15,364
-5,393
-26% -$233K 0.54% 43
2019
Q1 		$894K Buy
+20,757
New +$856K 0.72% 34

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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

MONECO Advisors's DGRW Position: Q1 2026 in Review

MONECO Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1% in Q1 2026, buying an estimated $10K and bringing the position to 10,950 shares worth $962K. The position accounts for 0.07% of the portfolio, ranked #221.

MONECO Advisors first reported a position in DGRW in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.16M in Q3 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • MONECO Advisors held 10,950 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $962K as of Q1 2026.
  • MONECO Advisors bought 110 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $10K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of MONECO Advisors's portfolio in Q1 2026, its #221 holding.
  • MONECO Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 29 quarters since.
  • MONECO Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.16M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.