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 Q2	$2.86M	Buy	29,924 +3,525	+13%	+$333K	1.18%	22
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DGRW Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q2 2026, buying an estimated $333K and bringing the position to 29,924 shares worth $2.86M. The position accounts for 1.18% of the portfolio, ranked #22.

Legacy Wealth Management (Idaho) first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Legacy Wealth Management (Idaho) held 29,924 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.86M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 3,525 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $333K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.18% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #22 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 8 quarters since.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.