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Lansing Street Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lansing Street 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 		$3.51M Sell
39,955
-501
-1% -$45.6K 0.88% 24
2025
Q4 		$3.62M Sell
40,456
-5,169
-11% -$461K 0.92% 25
2025
Q3 		$4.06M Sell
45,625
-844
-2% -$73.2K 1.08% 22
2025
Q2 		$3.89M Sell
46,469
-154
-0.3% -$12.2K 1.16% 22
2025
Q1 		$3.72M Sell
46,623
-7,575
-14% -$621K 1.25% 21
2024
Q4 		$4.39M Sell
54,198
-6,186
-10% -$517K 1.53% 18
2024
Q3 		$5.02M Buy
60,384
+215
+0.4% +$17.2K 1.85% 16
2024
Q2 		$4.7M Buy
60,169
+2,304
+4% +$174K 1.96% 14
2024
Q1 		$4.41M Buy
57,865
+983
+2% +$71.7K 1.98% 14
2023
Q4 		$4M Buy
+56,882
New +$3.76M 2.09% 15
2023
Q2 		$3.81M Buy
57,203
+18,803
+49% +$1.19M 2.21% 14
2023
Q1 		$2.39M Sell
38,400
-2,315
-6% -$142K 1.5% 19
2022
Q4 		$2.46M Buy
40,715
+163
+0.4% +$9.72K 1.68% 14
2022
Q3 		$2.19M Sell
40,552
-3,457
-8% -$204K 1.69% 14
2022
Q2 		$2.52M Sell
44,009
-9,024
-17% -$547K 1.96% 13
2022
Q1 		$3.39M Buy
+53,033
New +$3.35M 2.16% 14

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lansing Street Advisors's DGRW Position: Q1 2026 in Review

Lansing Street Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.2% in Q1 2026, selling an estimated $45.6K and leaving 39,955 shares worth $3.51M. The position accounts for 0.88% of the portfolio, ranked #24.

Lansing Street Advisors first reported a position in DGRW in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.02M in Q3 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Lansing Street Advisors held 39,955 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.51M as of Q1 2026.
  • Lansing Street Advisors sold 501 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $45.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.88% of Lansing Street Advisors's portfolio in Q1 2026, its #24 holding.
  • Lansing Street Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 16 quarters since.
  • Lansing Street Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.02M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Lansing Street Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.