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Money Concepts Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Money Concepts Capital’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 		$1.16M Buy
13,245
+910
+7% +$82.7K 0.06% 268
2025
Q4 		$1.1M Sell
12,335
-33,479
-73% -$2.98M 0.06% 257
2025
Q3 		$4.08M Buy
45,814
+4,161
+10% +$361K 0.25% 85
2025
Q2 		$3.49M Buy
41,653
+5,024
+14% +$399K 0.23% 91
2025
Q1 		$2.93M Sell
36,629
-1,159
-3% -$94.9K 0.22% 103
2024
Q4 		$3.06M Buy
37,788
+26,992
+250% +$2.26M 0.23% 100
2024
Q3 		$898K Sell
10,796
-30,029
-74% -$2.41M 0.07% 224
2024
Q2 		$3.19M Sell
40,825
-1,507
-4% -$114K 0.27% 89
2024
Q1 		$3.23M Sell
42,332
-34,818
-45% -$2.54M 0.3% 87
2023
Q4 		$5.42M Buy
77,150
+5,378
+7% +$355K 0.5% 58
2023
Q3 		$4.56M Sell
71,772
-3,978
-5% -$264K 0.48% 69
2023
Q2 		$5.05M Buy
75,750
+65,344
+628% +$4.15M 0.51% 60
2023
Q1 		$679K Sell
10,406
-1,537
-13% -$94.5K 0.04% 263
2022
Q4 		$721K Buy
11,943
+7,455
+166% +$445K 0.03% 352
2022
Q3 		$242K Buy
4,488
+844
+23% +$49.9K 0.01% 392
2022
Q2 		$211K Sell
3,644
-8,025
-69% -$486K 0.02% 402
2022
Q1 		$743K Buy
11,669
+7,875
+208% +$497K 0.04% 345
2021
Q4 		$250K Buy
+3,794
New +$238K 0.02% 446
2021
Q1 		$6.97M Buy
121,866
+118,152
+3,181% +$6.48M 0.56% 42
2020
Q4 		$200K Buy
+3,714
New +$192K 0.02% 416

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

Money Concepts Capital's DGRW Position: Q1 2026 in Review

Money Concepts Capital increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.4% in Q1 2026, buying an estimated $82.7K and bringing the position to 13,245 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #268.

Money Concepts Capital first reported a position in DGRW in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.97M in Q1 2021. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Money Concepts Capital held 13,245 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.16M as of Q1 2026.
  • Money Concepts Capital bought 910 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $82.7K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Money Concepts Capital's portfolio in Q1 2026, its #268 holding.
  • Money Concepts Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.97M in Q1 2021.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.