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

Legacy Financial 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	$63.5M	Sell	722,416 -95,909	-12%	-$8.72M	8.87%	1
2025 Q4	$73.2M	Sell	818,325 -133	-0%	-$11.9K	10.12%	1
2025 Q3	$72.8M	Sell	818,458 -2,034	-0.2%	-$176K	10.03%	1
2025 Q2	$68.7M	Buy	820,492 +16,831	+2%	+$1.34M	10.73%	1
2025 Q1	$64.2M	Buy	803,661 +18,887	+2%	+$1.55M	10.73%	1
2024 Q4	$63.5M	Sell	784,774 -272	-0%	-$22.7K	10.5%	1
2024 Q3	$65.3M	Buy	785,046 +10,057	+1%	+$806K	10.97%	1
2024 Q2	$60.5M	Sell	774,989 -29,785	-4%	-$2.25M	10.77%	1
2024 Q1	$61.3M	Buy	804,774 +85,158	+12%	+$6.21M	10.98%	1
2023 Q4	$50.6M	Sell	719,616 -544	-0.1%	-$35.9K	9.71%	1
2023 Q3	$45.7M	Buy	720,160 +25,110	+4%	+$1.67M	9.15%	2
2023 Q2	$46.3M	Buy	695,050 +646,777	+1,340%	+$41.1M	8.65%	3
2023 Q1	$3.01M	Buy	+48,273	New	+$2.97M	0.61%	18

Other funds holding DGRW

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

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

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 Financial Advisors's DGRW Position: Q1 2026 in Review

Legacy Financial Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q1 2026, selling an estimated $8.72M and leaving 722,416 shares worth $63.5M. The position accounts for 8.87% of the portfolio, ranked #1.

Legacy Financial Advisors first reported a position in DGRW in Q1 2023 and has held it in 13 quarters since. The position peaked at $73.2M in Q4 2025. 770 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Legacy Financial Advisors held 722,416 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $63.5M as of Q1 2026.
Legacy Financial Advisors sold 95,909 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $8.72M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 8.87% of Legacy Financial Advisors's portfolio in Q1 2026, its #1 holding.
Legacy Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
Legacy Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $73.2M in Q4 2025.
770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.