WWM
DGRW icon

Wolff Wiese Magana’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wolff Wiese Magana’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 		$135K Hold
1,411
– – 0.06% 145
2026
Q1 		$124K Buy
1,411
+20
+1% +$1.82K 0.07% 139
2025
Q4 		$124K Hold
1,391
– – 0.07% 139
2025
Q3 		$124K Sell
1,391
-38
-3% -$3.3K 0.07% 135
2025
Q2 		$120K Buy
1,429
+771
+117% +$61.2K 0.07% 134
2025
Q1 		$52.5K Buy
658
+38
+6% +$3.11K 0.04% 188
2024
Q4 		$50.2K Hold
620
– – 0.03% 196
2024
Q3 		$51.6K Buy
620
+65
+12% +$5.21K 0.04% 186
2024
Q2 		$43.3K Buy
555
+25
+5% +$1.89K 0.03% 176
2024
Q1 		$40.4K Hold
530
– – 0.03% 166
2023
Q4 		$37.2K Sell
530
-615
-54% -$40.6K 0.04% 164
2023
Q3 		$72.7K Buy
1,145
+635
+125% +$42.2K 0.06% 157
2023
Q2 		$34K Buy
510
+20
+4% +$1.27K 0.03% 231
2023
Q1 		$30.5K Buy
490
+40
+9% +$2.46K 0.02% 233
2022
Q4 		$27.2K Buy
450
+50
+13% +$2.98K 0.02% 237
2022
Q3 		$22K Hold
400
– – 0.02% 356
2022
Q2 		$23K Hold
400
– – 0.02% 368
2022
Q1 		$25K Hold
400
– – 0.02% 377
2021
Q4 		$26K Hold
400
– – 0.02% 377
2021
Q3 		$24K Hold
400
– – 0.02% 390
2021
Q2 		$24K Hold
400
– – 0.02% 373
2021
Q1 		$23K Hold
400
– – 0.02% 375
2020
Q4 		$22K Buy
+400
New +$20.7K 0.02% 362

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

Wolff Wiese Magana's DGRW Position: Q2 2026 in Review

Wolff Wiese Magana held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 1,411 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #145.

Wolff Wiese Magana first reported a position in DGRW in Q4 2020 and has held it in 23 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Wolff Wiese Magana held 1,411 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $135K as of Q2 2026.
  • Wolff Wiese Magana left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Wolff Wiese Magana's portfolio in Q2 2026, its #145 holding.
  • Wolff Wiese Magana first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.