Lantern Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lantern Wealth 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	$391K	Buy	4,092 +309	+8%	+$29.2K	0.18%	129
2026 Q1	$332K	Sell	3,783 -447	-11%	-$40.6K	0.17%	127
2025 Q4	$378K	Sell	4,230 -823	-16%	-$73.4K	0.2%	111
2025 Q3	$450K	Buy	5,053 +389	+8%	+$33.7K	0.24%	99
2025 Q2	$391K	Buy	+4,664	New	+$370K	0.23%	95
2024 Q4	$251K	Buy	+3,103	New	+$259K	0.16%	114

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 $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

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

Lantern Wealth Advisors's DGRW Position: Q2 2026 in Review

Lantern Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.2% in Q2 2026, buying an estimated $29.2K and bringing the position to 4,092 shares worth $391K. The position accounts for 0.18% of the portfolio, ranked #129.

Lantern Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $450K in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Lantern Wealth Advisors held 4,092 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $391K as of Q2 2026.
Lantern Wealth Advisors bought 309 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $29.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.18% of Lantern Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Lantern Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
Lantern Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $450K in Q3 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.