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Raab & Moskowitz Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Raab & Moskowitz 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 		$1.44M Sell
15,107
-630
-4% -$59.5K 0.29% 75
2026
Q1 		$1.38M Sell
15,737
-1,125
-7% -$102K 0.31% 72
2025
Q4 		$1.51M Sell
16,862
-470
-3% -$41.9K 0.33% 73
2025
Q3 		$1.54M Sell
17,332
-1,846
-10% -$160K 0.34% 74
2025
Q2 		$1.61M Buy
19,178
+51
+0.3% +$4.05K 0.38% 69
2025
Q1 		$1.53M Sell
19,127
-645
-3% -$52.8K 0.38% 66
2024
Q4 		$1.6M Buy
19,772
+223
+1% +$18.6K 0.39% 68
2024
Q3 		$1.63M Buy
19,549
+572
+3% +$45.8K 0.41% 64
2024
Q2 		$1.48M Buy
18,977
+525
+3% +$39.7K 0.4% 67
2024
Q1 		$1.41M Buy
18,452
+2,901
+19% +$212K 0.39% 68
2023
Q4 		$1.09M Buy
15,551
+997
+7% +$65.8K 0.35% 77
2023
Q3 		$924K Buy
14,554
+1,367
+10% +$90.8K 0.33% 79
2023
Q2 		$879K Buy
13,187
+3,898
+42% +$248K 0.3% 79
2023
Q1 		$579K Buy
9,289
+461
+5% +$28.3K 0.21% 96
2022
Q4 		$533K Buy
8,828
+2,202
+33% +$131K 0.2% 100
2022
Q3 		$357K Buy
+6,626
New +$392K 0.15% 122

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raab & Moskowitz Asset Management's DGRW Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4% in Q2 2026, selling an estimated $59.5K and leaving 15,107 shares worth $1.44M. The position accounts for 0.29% of the portfolio, ranked #75.

Raab & Moskowitz Asset Management first reported a position in DGRW in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.63M in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Raab & Moskowitz Asset Management held 15,107 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.44M as of Q2 2026.
  • Raab & Moskowitz Asset Management sold 630 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $59.5K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.29% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #75 holding.
  • Raab & Moskowitz Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • Raab & Moskowitz Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.63M in Q3 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.