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PMG Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

PMG Wealth 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
Q1 		$7.43M Buy
84,537
+329
+0.4% +$29.9K 5.36% 6
2025
Q4 		$7.53M Buy
84,208
+4,897
+6% +$437K 5.52% 7
2025
Q3 		$7.03M Buy
79,311
+341
+0.4% +$29.6K 5.36% 7
2025
Q2 		$6.61M Sell
78,970
-167
-0.2% -$13.2K 5.46% 7
2025
Q1 		$6.32M Sell
79,137
-2,114
-3% -$173K 6.71% 7
2024
Q4 		$6.58M Buy
+81,251
New +$6.79M 5.99% 6

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

PMG Wealth Management's DGRW Position: Q1 2026 in Review

PMG Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.39% in Q1 2026, buying an estimated $29.9K and bringing the position to 84,537 shares worth $7.43M. The position accounts for 5.36% of the portfolio, ranked #6.

PMG Wealth Management first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.53M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • PMG Wealth Management held 84,537 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.43M as of Q1 2026.
  • PMG Wealth Management bought 329 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $29.9K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 5.36% of PMG Wealth Management's portfolio in Q1 2026, its #6 holding.
  • PMG Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
  • PMG Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.53M 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 PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.