Brown, Lisle/Cummings’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Brown, Lisle/Cummings’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	$14.3K	Hold	150	–	–	﹤0.01%	562
2026 Q1	$13.2K	Hold	150	–	–	﹤0.01%	529
2025 Q4	$13.4K	Hold	150	–	–	﹤0.01%	470
2025 Q3	$13.3K	Hold	150	–	–	﹤0.01%	470
2025 Q2	$12.6K	Hold	150	–	–	﹤0.01%	476
2025 Q1	$12K	Hold	150	–	–	﹤0.01%	473
2024 Q4	$12.1K	Hold	150	–	–	﹤0.01%	471
2024 Q3	$12.5K	Hold	150	–	–	﹤0.01%	448
2024 Q2	$11.7K	Hold	150	–	–	﹤0.01%	439
2024 Q1	$11.4K	Hold	150	–	–	﹤0.01%	427
2023 Q4	$10.5K	Hold	150	–	–	﹤0.01%	433
2023 Q3	$9.52K	Hold	150	–	–	﹤0.01%	414
2023 Q2	$10K	Hold	150	–	–	﹤0.01%	413
2023 Q1	$9.35K	Hold	150	–	–	﹤0.01%	405
2022 Q4	$9.05K	Hold	150	–	–	﹤0.01%	388
2022 Q3	$8.09K	Hold	150	–	–	﹤0.01%	386
2022 Q2	$8.6K	Hold	150	–	–	﹤0.01%	378
2022 Q1	$9.55K	Buy	+150	New	+$9.47K	﹤0.01%	389

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brown, Lisle/Cummings's DGRW Position: Q2 2026 in Review

Brown, Lisle/Cummings held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 150 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Brown, Lisle/Cummings first reported a position in DGRW in Q1 2022 and has held it in 18 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Brown, Lisle/Cummings held 150 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $14.3K as of Q2 2026.
Brown, Lisle/Cummings 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 ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #562 holding.
Brown, Lisle/Cummings first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 18 quarters since.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.