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LVM Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

LVM Capital 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 		$27.9M Buy
291,804
+4,234
+1% +$400K 2.34% 12
2026
Q1 		$25.3M Buy
287,570
+2,515
+0.9% +$229K 2.38% 14
2025
Q4 		$25.5M Sell
285,055
-5,354
-2% -$477K 2.37% 13
2025
Q3 		$25.8M Sell
290,409
-1,815
-0.6% -$157K 2.48% 13
2025
Q2 		$24.5M Sell
292,224
-3,829
-1% -$304K 2.54% 12
2025
Q1 		$23.6M Buy
296,053
+2,851
+1% +$234K 2.63% 10
2024
Q4 		$23.7M Sell
293,202
-95
-0% -$7.94K 2.55% 11
2024
Q3 		$22.9M Hold
293,297
– – 2.61% 9
2024
Q2 		$22.9M Buy
293,297
+11,260
+4% +$851K 2.61% 9
2024
Q1 		$21.5M Buy
282,037
+6,705
+2% +$489K 2.54% 10
2023
Q4 		$19.4M Buy
275,332
+1,616
+0.6% +$107K 2.48% 11
2023
Q3 		$17.4M Buy
273,716
+3,659
+1% +$243K 2.45% 12
2023
Q2 		$18M Buy
270,057
+842
+0.3% +$53.5K 2.41% 10
2023
Q1 		$16.8M Buy
269,215
+596
+0.2% +$36.6K 2.33% 12
2022
Q4 		$16.2M Buy
268,619
+9,582
+4% +$572K 2.35% 12
2022
Q3 		$14M Sell
259,037
-14,445
-5% -$854K 2.14% 13
2022
Q2 		$15.7M Buy
273,482
+3,135
+1% +$190K 2.27% 12
2022
Q1 		$17.2M Buy
270,347
+7,360
+3% +$464K 2.27% 10
2021
Q4 		$17.3M Buy
262,987
+6,650
+3% +$418K 2.31% 13
2021
Q3 		$15.1M Buy
256,337
+302
+0.1% +$18.5K 2.27% 14
2021
Q2 		$15.3M Buy
256,035
+753
+0.3% +$44.5K 2.33% 16
2021
Q1 		$14.6M Buy
255,282
+607
+0.2% +$33.3K 2.37% 14
2020
Q4 		$13.7M Buy
254,675
+425
+0.2% +$22K 2.32% 15
2020
Q3 		$12.6M Buy
254,250
+32,637
+15% +$1.58M 2.44% 15
2020
Q2 		$10.1M Sell
221,613
-1,335
-0.6% -$57.8K 2.07% 19
2020
Q1 		$8.68M Buy
222,948
+2,526
+1% +$115K 2.14% 18
2019
Q4 		$10.7M Buy
220,422
+8,321
+4% +$388K 2.11% 19
2019
Q3 		$9.56M Buy
212,101
+20,008
+10% +$885K 2.03% 25
2019
Q2 		$8.38M Buy
192,093
+6,435
+3% +$279K 1.91% 24
2019
Q1 		$7.99M Buy
185,658
+21,506
+13% +$887K 1.83% 23
2018
Q4 		$6.29M Buy
164,152
+12,479
+8% +$516K 1.65% 23
2018
Q3 		$6.72M Buy
151,673
+6,333
+4% +$274K 1.54% 23
2018
Q2 		$5.96M Buy
145,340
+6,707
+5% +$275K 1.44% 26
2018
Q1 		$5.59M Buy
138,633
+1,491
+1% +$62.7K 1.29% 27
2017
Q4 		$5.68M Buy
137,142
+6,500
+5% +$259K 1.29% 26
2017
Q3 		$4.99M Buy
130,642
+9,571
+8% +$357K 1.19% 29
2017
Q2 		$4.45M Buy
121,071
+3,836
+3% +$139K 1.14% 28
2017
Q1 		$4.16M Buy
117,235
+25,250
+27% +$877K 1.07% 29
2016
Q4 		$3.06M Buy
+91,985
New +$2.99M 0.85% 33
2016
Q3 		– Sell
-79,655
Closed -$2.52M – 117
2016
Q2 		$2.52M Buy
79,655
+21,360
+37% +$667K 0.73% 35
2016
Q1 		$1.82M Buy
58,295
+10,850
+23% +$319K 0.58% 33
2015
Q4 		$1.44M Buy
+47,445
New +$1.45M 0.51% 37

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
IA
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
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

LVM Capital Management's DGRW Position: Q2 2026 in Review

LVM Capital Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.5% in Q2 2026, buying an estimated $400K and bringing the position to 291,804 shares worth $27.9M. The position accounts for 2.34% of the portfolio, ranked #12.

LVM Capital Management first reported a position in DGRW in Q4 2015 and has held it in 42 quarters since. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • LVM Capital Management held 291,804 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $27.9M as of Q2 2026.
  • LVM Capital Management bought 4,234 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $400K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.34% of LVM Capital Management's portfolio in Q2 2026, its #12 holding.
  • LVM Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2015 and has held it in 42 quarters since.
  • 397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.