MPWM Advisory Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

MPWM Advisory Solutions’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	$16.3K	Hold	170	–	–	0.01%	304
2026 Q1	$14.9K	Sell	170 -22	-11%	-$2K	0.01%	303
2025 Q4	$17.2K	Hold	192	–	–	0.01%	267
2025 Q3	$17.1K	Buy	192 +50	+35%	+$4.34K	0.01%	248
2025 Q2	$11.9K	Hold	142	–	–	0.01%	287
2025 Q1	$11.3K	Sell	142 -253	-64%	-$20.7K	0.01%	297
2024 Q4	$32K	Buy	+395	New	+$33K	0.02%	196

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

MPWM Advisory Solutions's DGRW Position: Q2 2026 in Review

MPWM Advisory Solutions held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 170 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #304.

MPWM Advisory Solutions first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $32K in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

MPWM Advisory Solutions held 170 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $16.3K as of Q2 2026.
MPWM Advisory Solutions left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #304 holding.
MPWM Advisory Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $32K in Q4 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.