LRI Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

LRI Investments’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	$648K	Sell	6,772 -132	-2%	-$12.5K	0.05%	164
2026 Q1	$606K	Sell	6,904 -112	-2%	-$10.2K	0.05%	159
2025 Q4	$627K	Buy	7,016 +244	+4%	+$21.8K	0.05%	154
2025 Q3	$602K	Sell	6,772 -107	-2%	-$9.28K	0.05%	165
2025 Q2	$576K	Buy	6,879 +5,146	+297%	+$408K	0.05%	164
2025 Q1	$138K	Buy	+1,733	New	+$142K	0.01%	337

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

LRI Investments's DGRW Position: Q2 2026 in Review

LRI Investments reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.9% in Q2 2026, selling an estimated $12.5K and leaving 6,772 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #164.

LRI Investments first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 391 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

LRI Investments held 6,772 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $648K as of Q2 2026.
LRI Investments sold 132 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $12.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of LRI Investments's portfolio in Q2 2026, its #164 holding.
LRI Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
391 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.