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Luts & Greenleigh Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Luts & Greenleigh Group’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 		$418K Hold
4,375
– – 0.32% 56
2026
Q1 		$384K Buy
+4,375
New +$398K 0.3% 54

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

Luts & Greenleigh Group's DGRW Position: Q2 2026 in Review

Luts & Greenleigh Group held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,375 shares worth $418K. The position accounts for 0.32% of the portfolio, ranked #56.

Luts & Greenleigh Group first reported a position in DGRW in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Luts & Greenleigh Group held 4,375 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $418K as of Q2 2026.
  • Luts & Greenleigh Group 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 0.32% of Luts & Greenleigh Group's portfolio in Q2 2026, its #56 holding.
  • Luts & Greenleigh Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.