WWM
DGRW icon

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

Western Wealth Management’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 		$17.8M Sell
185,780
-91,993
-33% -$8.69M 0.58% 32
2026
Q1 		$24.4M Buy
277,773
+53,933
+24% +$4.9M 0.93% 17
2025
Q4 		$20M Buy
223,840
+108,192
+94% +$9.64M 0.92% 21
2025
Q3 		$10.3M Sell
115,648
-49
-0% -$4.25K 0.54% 37
2025
Q2 		$9.69M Buy
115,697
+246
+0.2% +$19.5K 0.57% 34
2025
Q1 		$9.22M Sell
115,451
-27,541
-19% -$2.26M 0.61% 35
2024
Q4 		$11.6M Sell
142,992
-11,058
-7% -$925K 0.62% 34
2024
Q3 		$12.8M Buy
154,050
+44,064
+40% +$3.53M 0.73% 27
2024
Q2 		$8.58M Buy
109,986
+3,921
+4% +$296K 0.64% 30
2024
Q1 		$8.08M Buy
106,065
+2,505
+2% +$183K 0.63% 31
2023
Q4 		$7.28M Buy
103,560
+22,864
+28% +$1.51M 0.52% 37
2023
Q3 		$5.12M Buy
80,696
+11,852
+17% +$788K 0.43% 44
2023
Q2 		$4.59M Buy
68,844
+17,340
+34% +$1.1M 0.39% 48
2023
Q1 		$3.21M Buy
51,504
+6,003
+13% +$369K 0.3% 76
2022
Q4 		$2.75M Sell
45,501
-33,284
-42% -$1.99M 0.28% 90
2022
Q3 		$4.25M Buy
78,785
+38,962
+98% +$2.3M 0.24% 94
2022
Q2 		$2.29M Buy
39,823
+1,320
+3% +$80K 0.13% 163
2022
Q1 		$2.45M Buy
38,503
+20,463
+113% +$1.29M 0.12% 176
2021
Q4 		$1.18M Buy
+18,040
New +$1.13M 0.12% 170
2021
Q2 		$1.08M Buy
18,069
+3,354
+23% +$198K 0.11% 196
2021
Q1 		$842K Sell
14,715
-1,764
-11% -$96.8K 0.11% 187
2020
Q4 		$889K Buy
16,479
+702
+4% +$36.3K 0.13% 173
2020
Q3 		$782K Sell
15,777
-839
-5% -$40.7K 0.13% 176
2020
Q2 		$756K Buy
16,616
+1,492
+10% +$64.6K 0.14% 167
2020
Q1 		$590K Buy
15,124
+2,013
+15% +$91.5K 0.14% 165
2019
Q4 		$635K Buy
13,111
+75
+0.6% +$3.5K 0.1% 204
2019
Q3 		$587K Sell
13,036
-249
-2% -$11K 0.12% 192
2019
Q2 		$579K Buy
13,285
+335
+3% +$14.5K 0.08% 200
2019
Q1 		$558K Buy
+12,950
New +$534K 0.12% 190

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

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

Western Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 33% in Q2 2026, selling an estimated $8.69M and leaving 185,780 shares worth $17.8M. The position accounts for 0.58% of the portfolio, ranked #32.

Western Wealth Management first reported a position in DGRW in Q1 2019 and has held it in 29 quarters since. The position peaked at $24.4M in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Western Wealth Management held 185,780 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $17.8M as of Q2 2026.
  • Western Wealth Management sold 91,993 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $8.69M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.58% of Western Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Western Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 29 quarters since.
  • Western Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $24.4M in Q1 2026.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.