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DGRW icon

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
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 ﹤0.01% 85
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 $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return