LFG
DGRW icon

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

Larson Financial Group’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 		$139M Buy
1,451,061
+235,197
+19% +$22.2M 3.64% 3
2026
Q1 		$107M Buy
1,215,864
+199,582
+20% +$18.1M 3.41% 4
2025
Q4 		$90.9M Buy
1,016,282
+121,594
+14% +$10.8M 3.02% 4
2025
Q3 		$79.6M Buy
894,688
+256,599
+40% +$22.3M 2.78% 4
2025
Q2 		$53.4M Buy
638,089
+414,143
+185% +$32.9M 2.14% 8
2025
Q1 		$17.9M Buy
223,946
+117,847
+111% +$9.65M 0.85% 21
2024
Q4 		$8.59M Buy
106,099
+56,182
+113% +$4.7M 0.44% 51
2024
Q3 		$4.15M Buy
49,917
+43,855
+723% +$3.51M 0.24% 85
2024
Q2 		$473K Buy
6,062
+4,058
+202% +$307K 0.03% 282
2024
Q1 		$153K Buy
2,004
+271
+16% +$19.8K 0.01% 466
2023
Q4 		$122K Sell
1,733
-106
-6% -$7K 0.01% 453
2023
Q3 		$117K Buy
1,839
+280
+18% +$18.6K 0.01% 426
2023
Q2 		$104K Hold
1,559
– – 0.01% 421
2023
Q1 		$97.2K Buy
1,559
+1,372
+734% +$84.3K 0.01% 438
2022
Q4 		$11.3K Sell
187
-154
-45% -$9.19K ﹤0.01% 826
2022
Q3 		$18K Buy
341
+154
+82% +$9.11K ﹤0.01% 649
2022
Q2 		$11K Hold
187
– – ﹤0.01% 685
2022
Q1 		$12K Sell
187
-53
-22% -$3.35K ﹤0.01% 615
2021
Q4 		$16K Buy
+240
New +$15.1K ﹤0.01% 592

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Larson Financial Group's DGRW Position: Q2 2026 in Review

Larson Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 19% in Q2 2026, buying an estimated $22.2M and bringing the position to 1,451,061 shares worth $139M. The position accounts for 3.64% of the portfolio, ranked #3.

Larson Financial Group first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. 740 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Larson Financial Group held 1,451,061 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $139M as of Q2 2026.
  • Larson Financial Group bought 235,197 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $22.2M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.64% of Larson Financial Group's portfolio in Q2 2026, its #3 holding.
  • Larson Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • 740 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.