Monterey Private Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Monterey Private Wealth’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
2025 Q1	$10.8M	Buy	134,676 +7,802	+6%	+$639K	3.17%	7
2024 Q4	$10.3M	Buy	126,874 +2,092	+2%	+$175K	3.39%	6
2024 Q3	$10.4M	Buy	124,782 +4,262	+4%	+$341K	3.54%	6
2024 Q2	$9.41M	Buy	120,520 +494	+0.4%	+$37.3K	3.52%	6
2024 Q1	$9.14M	Buy	120,026 +405	+0.3%	+$29.5K	3.67%	7
2023 Q4	$8.41M	Buy	119,621 +638	+0.5%	+$42.1K	3.8%	7
2023 Q3	$7.55M	Buy	118,983 +576	+0.5%	+$38.3K	3.8%	8
2023 Q2	$7.89M	Buy	118,407 +523	+0.4%	+$33.2K	3.82%	8
2023 Q1	$7.35M	Buy	117,884 +295	+0.3%	+$18.1K	3.77%	8
2022 Q4	$7.1M	Buy	117,589 +1,093	+0.9%	+$65.2K	3.83%	8
2022 Q3	$6.37M	Buy	+116,496	New	+$6.89M	3.82%	8

Other funds holding DGRW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Monterey Private Wealth's DGRW Position: Q1 2025 in Review

Monterey Private Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.1% in Q1 2025, buying an estimated $639K and bringing the position to 134,676 shares worth $10.8M. The position accounts for 3.17% of the portfolio, ranked #7.

Monterey Private Wealth first reported a position in DGRW in Q3 2022 and has held it in 11 quarters since. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Monterey Private Wealth held 134,676 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.8M as of Q1 2025.
Monterey Private Wealth bought 7,802 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $639K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.17% of Monterey Private Wealth's portfolio in Q1 2025, its #7 holding.
Monterey Private Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 11 quarters since.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.