Lantz Financial
DGRW icon

Lantz Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lantz Financial’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
Q3 		$4.21M Sell
43,336
-88
-0.2% -$8.62K 0.77% 29
2026
Q2 		$4.15M Sell
43,424
-73
-0.2% -$6.9K 0.76% 29
2026
Q1 		$3.82M Buy
43,497
+71
+0.2% +$6.46K 0.79% 28
2025
Q4 		$3.88M Sell
43,426
-106
-0.2% -$9.45K 0.82% 29
2025
Q3 		$3.87M Buy
43,532
+87
+0.2% +$7.55K 0.86% 27
2025
Q2 		$3.64M Sell
43,445
-169
-0.4% -$13.4K 0.91% 26
2025
Q1 		$3.48M Sell
43,614
-870
-2% -$71.3K 0.95% 23
2024
Q4 		$3.6M Buy
44,484
+318
+0.7% +$26.6K 0.96% 22
2024
Q3 		$3.68M Buy
44,166
+80
+0.2% +$6.41K 0.99% 20
2024
Q2 		$3.44M Sell
44,086
-359
-0.8% -$27.1K 1.07% 20
2024
Q1 		$3.39M Sell
44,445
-3,056
-6% -$223K 1.09% 17
2023
Q4 		$3.34M Sell
47,501
-2,540
-5% -$168K 1.21% 14
2023
Q3 		$3.18M Sell
50,041
-367
-0.7% -$24.4K 1.26% 17
2023
Q2 		$3.36M Sell
50,408
-376
-0.7% -$23.9K 1.32% 15
2023
Q1 		$3.16M Sell
50,784
-1,862
-4% -$114K 1.32% 16
2022
Q4 		$3.18M Sell
52,646
-911
-2% -$54.4K 1.45% 12
2022
Q3 		$2.89M Sell
53,557
-6,724
-11% -$398K 1.5% 12
2022
Q2 		$3.46M Buy
60,281
+232
+0.4% +$14.1K 1.56% 13
2022
Q1 		$3.82M Sell
60,049
-3,496
-6% -$221K 1.56% 11
2021
Q4 		$4.18M Sell
63,545
-5,306
-8% -$333K 1.93% 8
2021
Q3 		$4.05M Sell
68,851
-6,465
-9% -$396K 2.08% 6
2021
Q2 		$4.49M Sell
75,316
-5,955
-7% -$352K 2.31% 6
2021
Q1 		$4.65M Buy
81,271
+783
+1% +$43K 2.64% 6
2020
Q4 		$4.34M Buy
80,488
+2,182
+3% +$113K 2.71% 7
2020
Q3 		$3.88M Sell
78,306
-373
-0.5% -$18.1K 2.61% 7
2020
Q2 		$3.58M Buy
78,679
+19,332
+33% +$837K 2.58% 7
2020
Q1 		$2.31M Buy
59,347
+7,018
+13% +$319K 1.81% 7
2019
Q4 		$2.54M Buy
52,329
+3,253
+7% +$152K 1.5% 9
2019
Q3 		$2.14M Buy
49,076
+7,780
+19% +$344K 1.45% 10
2019
Q2 		$1.82M Buy
41,296
+15,104
+58% +$654K 1.23% 15
2019
Q1 		$1.13M Buy
+26,192
New +$1.08M 0.82% 47

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Lantz Financial's DGRW Position: Q3 2026 in Review

Lantz Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.2% in Q3 2026, selling an estimated $8.62K and leaving 43,336 shares worth $4.21M. The position accounts for 0.77% of the portfolio, ranked #29.

Lantz Financial first reported a position in DGRW in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.65M in Q1 2021. 250 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Lantz Financial held 43,336 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.21M as of Q3 2026.
  • Lantz Financial sold 88 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $8.62K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.77% of Lantz Financial's portfolio in Q3 2026, its #29 holding.
  • Lantz Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.65M in Q1 2021.
  • 250 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.