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

LexAurum 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 Q2	$1.72M	Buy	18,011 +302	+2%	+$28.5K	0.2%	91
2026 Q1	$1.56M	Buy	+17,709	New	+$1.61M	0.2%	97
2025 Q3	$1.23M	Buy	13,782 +156	+1%	+$13.5K	0.17%	104
2025 Q2	$1.14M	Buy	13,626 +280	+2%	+$22.2K	0.18%	106
2025 Q1	$1.07M	Buy	13,346 +15	+0.1%	+$1.23K	0.2%	105
2024 Q4	$1.08M	Buy	13,331 +225	+2%	+$18.8K	0.21%	97
2024 Q3	$1.09M	Sell	13,106 -254	-2%	-$20.3K	0.24%	92
2024 Q2	$1.04M	Buy	13,360 +387	+3%	+$29.2K	0.25%	90
2024 Q1	$988K	Buy	12,973 +27	+0.2%	+$1.97K	0.25%	88
2023 Q4	$910K	Sell	12,946 -154	-1%	-$10.2K	0.24%	94
2023 Q3	$832K	Buy	+13,100	New	+$870K	0.24%	92

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

LexAurum Advisors's DGRW Position: Q2 2026 in Review

LexAurum Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.7% in Q2 2026, buying an estimated $28.5K and bringing the position to 18,011 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #91.

LexAurum Advisors first reported a position in DGRW in Q3 2023 and has held it in 11 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

LexAurum Advisors held 18,011 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.72M as of Q2 2026.
LexAurum Advisors bought 302 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $28.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.2% of LexAurum Advisors's portfolio in Q2 2026, its #91 holding.
LexAurum Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 11 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.