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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Moneta Group Investment Advisors's DGRW Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 10% in Q1 2026, selling an estimated $86.7K and leaving 8,322 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #422.

Moneta Group Investment Advisors first reported a position in DGRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $830K in Q4 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Moneta Group Investment Advisors held 8,322 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $731K as of Q1 2026.
Moneta Group Investment Advisors sold 954 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $86.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #422 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 7 quarters since.
Moneta Group Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $830K in Q4 2025.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.