LPT
DGRW icon

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

Legacy Private Trust’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 		$489K Hold
5,031
– – 0.03% 202
2026
Q2 		$481K Hold
5,031
– – 0.03% 207
2026
Q1 		$442K Hold
5,031
– – 0.03% 211
2025
Q4 		$450K Hold
5,031
– – 0.03% 210
2025
Q3 		$448K Hold
5,031
– – 0.03% 202
2025
Q2 		$421K Sell
5,031
-2
-0% -$159 0.03% 197
2025
Q1 		$402K Hold
5,033
– – 0.03% 190
2024
Q4 		$407K Hold
5,033
– – 0.03% 193
2024
Q3 		$419K Buy
5,033
+128
+3% +$10.3K 0.03% 189
2024
Q2 		$383K Hold
4,905
– – 0.03% 188
2024
Q1 		$374K Hold
4,905
– – 0.03% 192
2023
Q4 		$345K Hold
4,905
– – 0.03% 191
2023
Q3 		$311K Hold
4,905
– – 0.03% 199
2023
Q2 		$327K Hold
4,905
– – 0.03% 198
2023
Q1 		$306K Sell
4,905
-70
-1% -$4.3K 0.03% 199
2022
Q4 		$300K Hold
4,975
– – 0.03% 198
2022
Q3 		$268K Hold
4,975
– – 0.03% 199
2022
Q2 		$285K Sell
4,975
-150
-3% -$9.09K 0.03% 199
2022
Q1 		$326K Hold
5,125
– – 0.03% 212
2021
Q4 		$338K Hold
5,125
– – 0.03% 208
2021
Q3 		$302K Hold
5,125
– – 0.02% 201
2021
Q2 		$306K Sell
5,125
-80
-2% -$4.73K 0.03% 203
2021
Q1 		$298K Hold
5,205
– – 0.03% 199
2020
Q4 		$281K Sell
5,205
-50
-1% -$2.59K 0.03% 210
2020
Q3 		$260K Hold
5,255
– – 0.03% 206
2020
Q2 		$239K Hold
5,255
– – 0.03% 193
2020
Q1 		$204K Sell
5,255
-50
-0.9% -$2.27K 0.03% 198
2019
Q4 		$257K Sell
5,305
-60
-1% -$2.8K 0.03% 216
2019
Q3 		$242K Hold
5,365
– – 0.03% 219
2019
Q2 		$234K Hold
5,365
– – 0.03% 221
2019
Q1 		$231K Hold
5,365
– – 0.03% 208
2018
Q4 		$206K Sell
5,365
-270
-5% -$11.2K 0.03% 217
2018
Q3 		$250K Sell
5,635
-120
-2% -$5.19K 0.03% 208
2018
Q2 		$236K Hold
5,755
– – 0.03% 211
2018
Q1 		$232K Hold
5,755
– – 0.03% 216
2017
Q4 		$238K Sell
5,755
-65
-1% -$2.59K 0.03% 211
2017
Q3 		$222K Buy
+5,820
New +$217K 0.03% 220

Other funds holding DGRW

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Legacy Private Trust's DGRW Position: Q3 2026 in Review

Legacy Private Trust held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 5,031 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #202.

Legacy Private Trust first reported a position in DGRW in Q3 2017 and has held it in 37 quarters since. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Legacy Private Trust held 5,031 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $489K as of Q3 2026.
  • Legacy Private Trust left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Legacy Private Trust's portfolio in Q3 2026, its #202 holding.
  • Legacy Private Trust first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2017 and has held it in 37 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.