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

LM 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 		$7.01M Buy
73,417
+67,249
+1,090% +$6.35M 0.81% 24
2026
Q1 		$70.2K Buy
6,168
+3,803
+161% +$346K 1.11% 22
2025
Q4 		$26.4K Sell
2,365
-22,510
-90% -$2.01M 0.48% 54
2025
Q3 		$2.21M Buy
24,875
+1,529
+7% +$133K 0.32% 56
2025
Q2 		$1.96M Buy
23,346
+4,315
+23% +$342K 0.25% 54
2025
Q1 		$1.52M Buy
19,031
+3,188
+20% +$261K 0.27% 65
2024
Q4 		$1.28M Buy
15,843
+1,264
+9% +$106K 0.23% 73
2024
Q3 		$1.21M Sell
14,579
-884
-6% -$70.8K 0.25% 70
2024
Q2 		$1.21M Buy
15,463
+2,938
+23% +$222K 0.21% 72
2024
Q1 		$954K Buy
12,525
+6,634
+113% +$484K 0.15% 99
2023
Q4 		$414K Buy
+5,891
New +$389K 0.08% 128

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LM Advisors's DGRW Position: Q2 2026 in Review

LM Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1,090% in Q2 2026, buying an estimated $6.35M and bringing the position to 73,417 shares worth $7.01M. The position accounts for 0.81% of the portfolio, ranked #24.

LM Advisors first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • LM Advisors held 73,417 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.01M as of Q2 2026.
  • LM Advisors bought 67,249 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.35M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.81% of LM Advisors's portfolio in Q2 2026, its #24 holding.
  • LM Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.