Legacy Wealth Management (Idaho)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Legacy Wealth Management (Idaho)’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	$2.32M	Sell	26,399 -2,164	-8%	-$197K	1.15%	12
2025 Q4	$2.55M	Buy	28,563 +10,967	+62%	+$978K	1.22%	18
2025 Q3	$1.57M	Buy	17,596 +2,609	+17%	+$226K	0.71%	32
2025 Q2	$1.26M	Buy	14,987 +2,981	+25%	+$237K	0.65%	32
2025 Q1	$959K	Buy	12,006 +1,724	+17%	+$141K	0.68%	34
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

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 Wealth Management (Idaho)'s DGRW Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.6% in Q1 2026, selling an estimated $197K and leaving 26,399 shares worth $2.32M. The position accounts for 1.15% of the portfolio, ranked #12.

Legacy Wealth Management (Idaho) first reported a position in DGRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Legacy Wealth Management (Idaho) held 26,399 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.32M as of Q1 2026.
Legacy Wealth Management (Idaho) sold 2,164 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $197K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.15% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #12 holding.
Legacy Wealth Management (Idaho) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.55M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.