Lowe Brockenbrough & Co’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lowe Brockenbrough & Co’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	$287K	Hold	3,000	–	–	0.01%	256
2026 Q1	$264K	Sell	3,000 -700	-19%	-$63.6K	0.01%	256
2025 Q4	$331K	Hold	3,700	–	–	0.02%	243
2025 Q3	$329K	Hold	3,700	–	–	0.02%	246
2025 Q2	$310K	Hold	3,700	–	–	0.02%	244
2025 Q1	$295K	Buy	+3,700	New	+$303K	0.02%	238

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

Lowe Brockenbrough & Co's DGRW Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 3,000 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #256.

Lowe Brockenbrough & Co first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $331K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Lowe Brockenbrough & Co held 3,000 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $287K as of Q2 2026.
Lowe Brockenbrough & Co left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #256 holding.
Lowe Brockenbrough & Co first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
Lowe Brockenbrough & Co's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $331K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.