MONECO Advisors
DGRW icon

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
Q3 		$1.1M Buy
11,302
+335
+3% +$32.8K 0.06% 256
2026
Q2 		$1.05M Buy
10,967
+17
+0.2% +$1.61K 0.06% 254
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% +$1.74K 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% +$2.64K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Legacy Financial Advisors
Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

MONECO Advisors's DGRW Position: Q3 2026 in Review

MONECO Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.1% in Q3 2026, buying an estimated $32.8K and bringing the position to 11,302 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #256.

MONECO Advisors first reported a position in DGRW in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.16M in Q3 2024. 502 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • MONECO Advisors held 11,302 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.1M as of Q3 2026.
  • MONECO Advisors bought 335 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $32.8K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of MONECO Advisors's portfolio in Q3 2026, its #256 holding.
  • MONECO Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 31 quarters since.
  • MONECO Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.16M in Q3 2024.
  • 502 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.