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MOR Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

MOR Wealth Management’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 		$19.9M Sell
208,478
-11,855
-5% -$1.12M 7.94% 4
2026
Q1 		$19.4M Buy
220,333
+8,463
+4% +$770K 8.88% 3
2025
Q4 		$18.9M Buy
+211,870
New +$18.9M 8.66% 3

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 $2.02B AUM
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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MOR Wealth Management's DGRW Position: Q2 2026 in Review

MOR Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.4% in Q2 2026, selling an estimated $1.12M and leaving 208,478 shares worth $19.9M. The position accounts for 7.94% of the portfolio, ranked #4.

MOR Wealth Management first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. 786 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • MOR Wealth Management held 208,478 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $19.9M as of Q2 2026.
  • MOR Wealth Management sold 11,855 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.12M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.94% of MOR Wealth Management's portfolio in Q2 2026, its #4 holding.
  • MOR Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • 786 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.