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 Q2	$460K	Hold	4,814	–	–	0.05%	186
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 $1.55T 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

L & S Advisors's DGRW Position: Q2 2026 in Review

L & S Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,814 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #186.

L & S Advisors first reported a position in DGRW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2023. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

L & S Advisors held 4,814 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $460K as of Q2 2026.
L & S Advisors 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 0.05% of L & S Advisors's portfolio in Q2 2026, its #186 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 14 quarters since.
L & S Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.01M in Q1 2023.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.