Muirfield Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Muirfield Wealth Advisors’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	$1.25M	Buy	13,046 +40	+0.3%	+$3.78K	0.81%	26
2026 Q1	$1.14M	Sell	13,006 -2	-0%	-$182	0.84%	25
2025 Q4	$1.16M	Buy	13,008 +203	+2%	+$18.1K	0.85%	25
2025 Q3	$1.14M	Buy	12,805 +3	+0%	+$260	0.84%	28
2025 Q2	$1.07M	Sell	12,802 -3,728	-23%	-$296K	0.85%	27
2025 Q1	$1.32M	Sell	16,530 -2,044	-11%	-$167K	1.12%	22
2024 Q4	$1.5M	Buy	18,574 +6,272	+51%	+$524K	1.24%	19
2024 Q3	$1.02M	Buy	12,302 +7,662	+165%	+$614K	0.87%	26
2024 Q2	$362K	Buy	4,640 +900	+24%	+$68K	0.34%	48
2024 Q1	$285K	Buy	3,740 +12	+0.3%	+$875	0.27%	51
2023 Q4	$262K	Buy	+3,728	New	+$246K	0.28%	50

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

Muirfield Wealth Advisors's DGRW Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.31% in Q2 2026, buying an estimated $3.78K and bringing the position to 13,046 shares worth $1.25M. The position accounts for 0.81% of the portfolio, ranked #26.

Muirfield Wealth Advisors first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Muirfield Wealth Advisors held 13,046 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.25M as of Q2 2026.
Muirfield Wealth Advisors bought 40 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.78K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.81% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Muirfield Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
Muirfield Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.5M 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 Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.