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

Mutual 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
Q1 		$691K Sell
7,864
-388
-5% -$35.3K 0.01% 736
2025
Q4 		$738K Buy
8,252
+1,096
+15% +$97.7K 0.02% 700
2025
Q3 		$640K Sell
7,156
-59
-0.8% -$5.12K 0.01% 739
2025
Q2 		$622K Buy
7,215
+1,362
+23% +$108K 0.02% 684
2025
Q1 		$451K Sell
5,853
-3,504
-37% -$287K 0.01% 762
2024
Q4 		$767K Buy
9,357
+1,386
+17% +$116K 0.02% 563
2024
Q3 		$665K Sell
7,971
-825
-9% -$66.1K 0.02% 611
2024
Q2 		$694K Sell
8,796
-211
-2% -$15.9K 0.02% 602
2024
Q1 		$686K Buy
9,007
+47
+0.5% +$3.43K 0.02% 596
2023
Q4 		$630K Buy
8,960
+736
+9% +$48.6K 0.02% 591
2023
Q3 		$522K Buy
8,224
+192
+2% +$12.8K 0.02% 611
2023
Q2 		$535K Sell
8,032
-890
-10% -$56.5K 0.02% 619
2023
Q1 		$556K Sell
8,922
-21
-0.2% -$1.29K 0.02% 587
2022
Q4 		$540K Buy
8,943
+138
+2% +$8.23K 0.02% 564
2022
Q3 		$475K Buy
+8,805
New +$521K 0.02% 573
2022
Q1 		– Sell
-8,420
Closed -$555K – 880
2021
Q4 		$555K Buy
8,420
+664
+9% +$41.7K 0.03% 548
2021
Q3 		$456K Sell
7,756
-38
-0.5% -$2.33K 0.03% 570
2021
Q2 		$465K Buy
7,794
+389
+5% +$23K 0.03% 549
2021
Q1 		$423K Buy
7,405
+1,302
+21% +$71.4K 0.03% 535
2020
Q4 		$329K Sell
6,103
-124
-2% -$6.42K 0.02% 579
2020
Q3 		$309K Sell
6,227
-29
-0.5% -$1.41K 0.03% 533
2020
Q2 		$285K Buy
+6,256
New +$271K 0.03% 519

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mutual Advisors's DGRW Position: Q1 2026 in Review

Mutual Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.7% in Q1 2026, selling an estimated $35.3K and leaving 7,864 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #736.

Mutual Advisors first reported a position in DGRW in Q2 2020 and has held it in 22 quarters since. The position peaked at $767K in Q4 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Mutual Advisors held 7,864 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $691K as of Q1 2026.
  • Mutual Advisors sold 388 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $35.3K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #736 holding.
  • Mutual Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and has held it in 22 quarters since.
  • Mutual Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $767K in Q4 2024.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.