Mosaic Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Mosaic Financial Group’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	$1.64M	Buy	17,183 +347	+2%	+$32.8K	1.05%	21
2026 Q1	$1.48M	Buy	16,836 +30	+0.2%	+$2.73K	1.05%	23
2025 Q4	$1.5M	Buy	16,806 +506	+3%	+$45.1K	1.03%	22
2025 Q3	$1.45M	Buy	16,300 +37	+0.2%	+$3.21K	1.03%	25
2025 Q2	$1.36M	Buy	16,263 +42	+0.3%	+$3.33K	1.04%	23
2025 Q1	$1.29M	Sell	16,221 -961	-6%	-$78.7K	1.05%	22
2024 Q4	$1.39M	Buy	17,182 +4,296	+33%	+$359K	1%	25
2024 Q3	$1.07M	Buy	12,886 +1,947	+18%	+$156K	0.76%	34
2024 Q2	$854K	Buy	10,939 +6,456	+144%	+$488K	0.61%	43
2024 Q1	$342K	Buy	+4,483	New	+$327K	0.27%	73

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Mosaic Financial Group's DGRW Position: Q2 2026 in Review

Mosaic Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.1% in Q2 2026, buying an estimated $32.8K and bringing the position to 17,183 shares worth $1.64M. The position accounts for 1.05% of the portfolio, ranked #21.

Mosaic Financial Group first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Mosaic Financial Group held 17,183 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.64M as of Q2 2026.
Mosaic Financial Group bought 347 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $32.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.05% of Mosaic Financial Group's portfolio in Q2 2026, its #21 holding.
Mosaic Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.