LWM
DGRW icon

LongView Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

LongView Wealth Management’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 		$560K Buy
5,856
+1,543
+36% +$146K 0.14% 122
2026
Q1 		$397K Sell
4,313
-81
-2% -$7.37K 0.1% 155
2025
Q4 		$402K Buy
4,394
+126
+3% +$11.2K 0.1% 161
2025
Q3 		$380K Buy
4,268
+872
+26% +$75.6K 0.1% 148
2025
Q2 		$284K Buy
3,396
+344
+11% +$27.3K 0.09% 173
2025
Q1 		$244K Buy
3,052
+182
+6% +$14.9K 0.07% 183
2024
Q4 		$232K Buy
+2,870
New +$240K 0.07% 183

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

LongView Wealth Management's DGRW Position: Q2 2026 in Review

LongView Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 36% in Q2 2026, buying an estimated $146K and bringing the position to 5,856 shares worth $560K. The position accounts for 0.14% of the portfolio, ranked #122.

LongView Wealth Management first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • LongView Wealth Management held 5,856 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $560K as of Q2 2026.
  • LongView Wealth Management bought 1,543 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $146K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.14% of LongView Wealth Management's portfolio in Q2 2026, its #122 holding.
  • LongView Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.