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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Mosaic Financial Group's DGRW Position: Q1 2026 in Review

Mosaic Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.18% in Q1 2026, buying an estimated $2.73K and bringing the position to 16,836 shares worth $1.48M. The position accounts for 1.05% of the portfolio, ranked #23.

Mosaic Financial Group first reported a position in DGRW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Mosaic Financial Group held 16,836 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.48M as of Q1 2026.
Mosaic Financial Group bought 30 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $2.73K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.05% of Mosaic Financial Group's portfolio in Q1 2026, its #23 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 9 quarters since.
Mosaic Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.5M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.