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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
Q2 		$756K Buy
7,908
+295
+4% +$27.9K 0.21% 84
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
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

Wealth Management Associates's DGRW Position: Q2 2026 in Review

Wealth Management Associates increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.9% in Q2 2026, buying an estimated $27.9K and bringing the position to 7,908 shares worth $756K. The position accounts for 0.21% of the portfolio, ranked #84.

Wealth Management Associates first reported a position in DGRW in Q4 2018 and has held it in 31 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Wealth Management Associates held 7,908 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $756K as of Q2 2026.
  • Wealth Management Associates bought 295 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $27.9K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.21% of Wealth Management Associates's portfolio in Q2 2026, its #84 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 31 quarters since.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.