Legacy Capital Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Legacy Capital Wealth Partners’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 Q1	–	Sell	-3,367	Closed	-$272K	–	357
2024 Q4	$272K	Buy	+3,367	New	+$282K	0.07%	289
2023 Q1	–	Sell	-4,537	Closed	-$274K	–	250
2022 Q4	$274K	Buy	4,537 +27	+0.6%	+$1.61K	0.13%	51
2022 Q3	$243K	Buy	+4,510	New	+$267K	0.13%	47

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Capital Wealth Partners's DGRW Position: Q1 2025 in Review

Legacy Capital Wealth Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 3,367 shares — an estimated $272K sold.

Legacy Capital Wealth Partners first reported a position in DGRW in Q3 2022 and held it in 3 quarters. The position peaked at $274K in Q4 2022. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Legacy Capital Wealth Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 3,367 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $272K.
Legacy Capital Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and held it in 3 quarters.
Legacy Capital Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $274K in Q4 2022.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.