Moneta Group Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Moneta Group Investment 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 Q2	$809K	Buy	8,461 +139	+2%	+$13.1K	0.01%	442
2026 Q1	$731K	Sell	8,322 -954	-10%	-$86.7K	0.01%	422
2025 Q4	$830K	Hold	9,276	–	–	0.01%	391
2025 Q3	$825K	Buy	9,276 +6,588	+245%	+$571K	0.01%	389
2025 Q2	$225K	Sell	2,688 -79	-3%	-$6.27K	﹤0.01%	635
2025 Q1	$221K	Sell	2,767 -425	-13%	-$34.8K	﹤0.01%	607
2024 Q4	$258K	Buy	3,192 +156	+5%	+$13K	﹤0.01%	573
2024 Q3	$253K	Buy	+3,036	New	+$243K	﹤0.01%	563

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

Moneta Group Investment Advisors's DGRW Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 8,461 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #442.

Moneta Group Investment Advisors first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $830K in Q4 2025. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Moneta Group Investment Advisors held 8,461 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $809K as of Q2 2026.
Moneta Group Investment Advisors bought 139 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $13.1K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #442 holding.
Moneta Group Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
Moneta Group Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $830K in Q4 2025.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.