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Richards, Merrill & Peterson’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-514
Closed -$41K – 266
2025
Q1 		$41K Hold
514
– – 0.02% 269
2024
Q4 		$41.6K Buy
+514
New +$43K 0.02% 258

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Richards, Merrill & Peterson's DGRW Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 514 shares — an estimated $41K sold.

Richards, Merrill & Peterson first reported a position in DGRW in Q4 2024 and held it in 2 quarters. The position peaked at $41.6K in Q4 2024. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 514 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $41K.
  • Richards, Merrill & Peterson first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $41.6K in Q4 2024.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.