RMR Wealth Builders
DGRW icon

RMR Wealth Builders’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

RMR Wealth Builders’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
Q3 		$1.66M Sell
17,040
-77
-0.4% -$7.54K 0.1% 98
2026
Q2 		$1.64M Sell
17,117
-62
-0.4% -$5.86K 0.1% 98
2026
Q1 		$1.51M Sell
17,179
-1,463
-8% -$133K 0.12% 94
2025
Q4 		$1.67M Sell
18,642
-489
-3% -$43.6K 0.13% 86
2025
Q3 		$1.7M Sell
19,131
-3,207
-14% -$278K 0.14% 84
2025
Q2 		$1.87M Buy
22,338
+9,354
+72% +$742K 0.17% 78
2025
Q1 		$1.04M Buy
12,984
+131
+1% +$10.7K 0.11% 104
2024
Q4 		$1.04M Sell
12,853
-72
-0.6% -$6.02K 0.11% 104
2024
Q3 		$1.08M Buy
12,925
+3,374
+35% +$270K 0.11% 98
2024
Q2 		$745K Buy
9,551
+74
+0.8% +$5.59K 0.09% 116
2024
Q1 		$722K Buy
9,477
+1,050
+12% +$76.6K 0.09% 122
2023
Q4 		$592K Sell
8,427
-82
-1% -$5.42K 0.08% 124
2023
Q3 		$540K Sell
8,509
-426
-5% -$28.3K 0.09% 125
2023
Q2 		$596K Buy
8,935
+122
+1% +$7.75K 0.1% 100
2023
Q1 		$549K Sell
8,813
-199
-2% -$12.2K 0.1% 97
2022
Q4 		$544K Buy
9,012
+48
+0.5% +$2.86K 0.12% 91
2022
Q3 		$483K Buy
8,964
+22
+0.2% +$1.3K 0.12% 92
2022
Q2 		$512K Sell
8,942
-372
-4% -$22.6K 0.13% 104
2022
Q1 		$593K Buy
9,314
+1,146
+14% +$72.3K 0.13% 108
2021
Q4 		$538K Buy
8,168
+300
+4% +$18.8K 0.15% 65
2021
Q3 		$463K Buy
7,868
+4,468
+131% +$274K 0.14% 106
2021
Q2 		$203K Sell
3,400
-3,847
-53% -$227K 0.07% 170
2021
Q1 		$414K Buy
+7,247
New +$398K 0.11% 114
2020
Q4 		– Sell
-6,289
Closed -$312K – 521
2020
Q3 		$312K Buy
+6,289
New +$305K 0.08% 151

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

RMR Wealth Builders's DGRW Position: Q3 2026 in Review

RMR Wealth Builders reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.45% in Q3 2026, selling an estimated $7.54K and leaving 17,040 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #98.

RMR Wealth Builders first reported a position in DGRW in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.87M in Q2 2025. 430 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • RMR Wealth Builders held 17,040 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.66M as of Q3 2026.
  • RMR Wealth Builders sold 77 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $7.54K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.1% of RMR Wealth Builders's portfolio in Q3 2026, its #98 holding.
  • RMR Wealth Builders first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 24 quarters since.
  • RMR Wealth Builders's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.87M in Q2 2025.
  • 430 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.