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Laird Norton Wetherby Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$641K Buy
7,207
+1,024
+17% +$88.8K 0.03% 489
2025
Q2 		$518K Buy
+6,183
New +$491K 0.02% 547
2024
Q4 		$558K Buy
6,890
+616
+10% +$51.5K 0.03% 492
2024
Q3 		$522K Buy
6,274
+334
+6% +$26.8K 0.02% 549
2024
Q2 		$464K Buy
+5,940
New +$449K 0.02% 558

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DGRW Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 17% in Q3 2025, buying an estimated $88.8K and bringing the position to 7,207 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #489.

Laird Norton Wetherby Wealth Management first reported a position in DGRW in Q2 2024 and has held it in 5 quarters since. 725 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 7,207 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $641K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 1,024 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $88.8K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #489 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 5 quarters since.
  • 725 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.