L & S Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

L & S Advisors’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	$423K	Buy	4,814 +1	+0%	+$91	0.05%	176
2025 Q4	$430K	Hold	4,813	–	–	0.04%	275
2025 Q3	$428K	Sell	4,813 -56	-1%	-$4.86K	0.04%	249
2025 Q2	$408K	Buy	4,869 +252	+5%	+$20K	0.04%	248
2025 Q1	$369K	Sell	4,617 -15	-0.3%	-$1.23K	0.05%	260
2024 Q4	$375K	Sell	4,632 -197	-4%	-$16.5K	0.04%	235
2024 Q3	$402K	Buy	4,829 +324	+7%	+$26K	0.04%	238
2024 Q2	$352K	Sell	4,505 -306	-6%	-$23.1K	0.04%	241
2024 Q1	$367K	Buy	4,811 +13	+0.3%	+$948	0.04%	244
2023 Q4	$337K	Buy	4,798 +170	+4%	+$11.2K	0.04%	239
2023 Q3	$294K	Sell	4,628 -1,831	-28%	-$122K	0.04%	239
2023 Q2	$431K	Sell	6,459 -9,673	-60%	-$614K	0.06%	223
2023 Q1	$1.01M	Buy	+16,132	New	+$991K	0.14%	151

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

L & S Advisors's DGRW Position: Q1 2026 in Review

L & S Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.02% in Q1 2026, buying an estimated $91 and bringing the position to 4,814 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #176.

L & S Advisors first reported a position in DGRW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q1 2023. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

L & S Advisors held 4,814 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $423K as of Q1 2026.
L & S Advisors bought 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q1 2026, an estimated $91.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of L & S Advisors's portfolio in Q1 2026, its #176 holding.
L & S Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
L & S Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.01M in Q1 2023.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.