MWA Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

MWA Asset Management’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	$514K	Sell	5,380 -271	-5%	-$25.6K	0.23%	84
2026 Q1	$496K	Sell	5,651 -35	-0.6%	-$3.18K	0.27%	78
2025 Q4	$509K	Sell	5,686 -135	-2%	-$12K	0.28%	80
2025 Q3	$518K	Sell	5,821 -150	-3%	-$13K	0.29%	77
2025 Q2	$500K	Buy	5,971 +63	+1%	+$5K	0.31%	77
2025 Q1	$472K	Hold	5,908	–	–	0.33%	76
2024 Q4	$478K	Buy	5,908 +74	+1%	+$6.19K	0.32%	79
2024 Q3	$485K	Sell	5,834 -60	-1%	-$4.81K	0.32%	82
2024 Q2	$460K	Buy	5,894 +380	+7%	+$28.7K	0.33%	80
2024 Q1	$420K	Buy	5,514 +1,705	+45%	+$124K	0.3%	85
2023 Q4	$268K	Buy	+3,809	New	+$252K	0.22%	96

Other funds holding DGRW

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

MWA Asset Management's DGRW Position: Q2 2026 in Review

MWA Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.8% in Q2 2026, selling an estimated $25.6K and leaving 5,380 shares worth $514K. The position accounts for 0.23% of the portfolio, ranked #84.

MWA Asset Management first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $518K in Q3 2025. 471 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

MWA Asset Management held 5,380 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $514K as of Q2 2026.
MWA Asset Management sold 271 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $25.6K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of MWA Asset Management's portfolio in Q2 2026, its #84 holding.
MWA Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
MWA Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $518K in Q3 2025.
471 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.