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

Wealth Management Associates’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	$669K	Sell	7,613 -194	-2%	-$17.6K	0.23%	87
2025 Q4	$698K	Buy	7,807 +7	+0.1%	+$624	0.24%	77
2025 Q3	$694K	Buy	7,800 +75	+1%	+$6.5K	0.25%	79
2025 Q2	$647K	Buy	7,725 +143	+2%	+$11.3K	0.25%	81
2025 Q1	$605K	Buy	7,582 +57	+0.8%	+$4.67K	0.26%	76
2024 Q4	$609K	Buy	7,525 +7	+0.1%	+$585	0.26%	74
2024 Q3	$626K	Buy	7,518 +7	+0.1%	+$561	0.28%	74
2024 Q2	$586K	Hold	7,511	–	–	0.28%	73
2024 Q1	$586K	Buy	7,511 +13	+0.2%	+$948	0.28%	73
2023 Q4	$527K	Buy	7,498 +10	+0.1%	+$660	0.28%	78
2023 Q3	$475K	Buy	7,488 +8	+0.1%	+$532	0.28%	80
2023 Q2	$499K	Buy	7,480 +208	+3%	+$13.2K	0.28%	76
2023 Q1	$453K	Buy	7,272 +308	+4%	+$18.9K	0.28%	85
2022 Q4	$420K	Buy	6,964 +10	+0.1%	+$597	0.28%	84
2022 Q3	$375K	Buy	6,954 +11	+0.2%	+$651	0.26%	104
2022 Q2	$398K	Sell	6,943 -280	-4%	-$17K	0.27%	99
2022 Q1	$460K	Buy	7,223 +6	+0.1%	+$379	0.26%	102
2021 Q4	$475K	Buy	7,217 +109	+2%	+$6.85K	0.26%	103
2021 Q3	$418K	Buy	7,108 +8	+0.1%	+$490	0.24%	107
2021 Q2	$424K	Buy	7,100 +9	+0.1%	+$532	0.24%	113
2021 Q1	$406K	Buy	7,091 +8	+0.1%	+$439	0.26%	100
2020 Q4	$382K	Sell	7,083 -120	-2%	-$6.21K	0.25%	101
2020 Q3	$357K	Sell	7,203 -143	-2%	-$6.94K	0.28%	91
2020 Q2	$334K	Sell	7,346 -10	-0.1%	-$433	0.28%	88
2020 Q1	$286K	Buy	7,356 +209	+3%	+$9.49K	0.29%	82
2019 Q4	$346K	Sell	7,147 -15	-0.2%	-$700	0.25%	92
2019 Q3	$323K	Buy	7,162 +280	+4%	+$12.4K	0.26%	90
2019 Q2	$300K	Sell	6,882 -15	-0.2%	-$649	0.3%	71
2019 Q1	$297K	Sell	6,897 -36	-0.5%	-$1.49K	0.32%	68
2018 Q4	$266K	Buy	+6,933	New	+$287K	0.36%	63

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Wealth Management Associates reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.5% in Q1 2026, selling an estimated $17.6K and leaving 7,613 shares worth $669K. The position accounts for 0.23% of the portfolio, ranked #87.

Wealth Management Associates first reported a position in DGRW in Q4 2018 and has held it in 30 quarters since. The position peaked at $698K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Wealth Management Associates held 7,613 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $669K as of Q1 2026.
Wealth Management Associates sold 194 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $17.6K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of Wealth Management Associates's portfolio in Q1 2026, its #87 holding.
Wealth Management Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2018 and has held it in 30 quarters since.
Wealth Management Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $698K 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 Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.