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 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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

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

Brown, Lisle/Cummings's DGRW Position: Q1 2026 in Review

Brown, Lisle/Cummings held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 150 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Brown, Lisle/Cummings first reported a position in DGRW in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.4K in Q4 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Brown, Lisle/Cummings held 150 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $13.2K as of Q1 2026.
Brown, Lisle/Cummings left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #529 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 17 quarters since.
Brown, Lisle/Cummings's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $13.4K in Q4 2025.
772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.