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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
Q2 		$1.26M Sell
13,220
-25
-0.2% -$2.36K 0.06% 268
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Money Concepts Capital's DGRW Position: Q2 2026 in Review

Money Concepts Capital reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.19% in Q2 2026, selling an estimated $2.36K and leaving 13,220 shares worth $1.26M. 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 21 quarters since. The position peaked at $6.97M in Q1 2021. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Money Concepts Capital held 13,220 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.26M as of Q2 2026.
  • Money Concepts Capital sold 25 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.36K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Money Concepts Capital's portfolio in Q2 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 21 quarters since.
  • Money Concepts Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.97M in Q1 2021.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.