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Roof Eidam Maycock Peralta (REMP)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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 		$5.21M Sell
54,485
-1,096
-2% -$104K 1.03% 23
2026
Q1 		$4.88M Sell
55,581
-22
-0% -$2K 1.12% 21
2025
Q4 		$4.97M Sell
55,603
-440
-0.8% -$39.2K 1.13% 20
2025
Q3 		$4.99M Sell
56,043
-9,711
-15% -$842K 1.21% 19
2025
Q2 		$5.51M Buy
65,754
+98
+0.1% +$7.78K 1.36% 17
2025
Q1 		$5.24M Buy
65,656
+1,925
+3% +$158K 1.39% 17
2024
Q4 		$5.16M Sell
63,731
-1,008
-2% -$84.3K 1.33% 17
2024
Q3 		$5.39M Buy
64,739
+2,615
+4% +$209K 1.37% 18
2024
Q2 		$4.85M Buy
62,124
+203
+0.3% +$15.3K 1.31% 19
2024
Q1 		$4.72M Sell
61,921
-209
-0.3% -$15.2K 1.3% 19
2023
Q4 		$4.37M Buy
62,130
+1,054
+2% +$69.6K 1.31% 19
2023
Q3 		$3.88M Buy
61,076
+1,147
+2% +$76.2K 1.28% 19
2023
Q2 		$3.99M Buy
59,929
+22,778
+61% +$1.45M 1.34% 18
2023
Q1 		$2.32M Buy
37,151
+4,085
+12% +$251K 0.85% 27
2022
Q4 		$2M Buy
+33,066
New +$1.97M 0.71% 31

Other funds holding DGRW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s DGRW Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2% in Q2 2026, selling an estimated $104K and leaving 54,485 shares worth $5.21M. The position accounts for 1.03% of the portfolio, ranked #23.

Roof Eidam Maycock Peralta (REMP) first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.51M in Q2 2025. 441 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 54,485 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.21M as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) sold 1,096 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $104K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.03% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #23 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.51M in Q2 2025.
  • 441 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.