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Legacy Investment Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Legacy Investment Solutions’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
Q2 		$1.26M Buy
+14,987
New +$1.19M 0.65% 32
2024
Q4 		$852K Buy
10,282
+6,694
+187% +$560K 0.54% 34
2024
Q3 		$304K Buy
+3,588
New +$287K 0.18% 56

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Investment Solutions's DGRW Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025: 14,987 shares worth $1.26M. The stake represents 0.65% of the portfolio and ranks #32 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DGRW as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DGRW in Q3 2024 and has held it in 3 quarters since. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Legacy Investment Solutions held 14,987 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.26M as of Q2 2025.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Legacy Investment Solutions position in Q2 2025.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.65% of Legacy Investment Solutions's portfolio in Q2 2025, its #32 holding.
  • Legacy Investment Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 3 quarters since.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.