My Legacy Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

My Legacy Advisors’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
2025 Q2	$649K	Sell	7,584 -555	-7%	-$44K	0.23%	118
2025 Q1	$650K	Sell	8,139 -51	-0.6%	-$4.18K	0.25%	116
2024 Q4	$671K	Buy	8,190 +127	+2%	+$10.6K	0.26%	106
2024 Q3	$671K	Sell	8,063 -7,125	-47%	-$571K	0.26%	114
2024 Q2	$1.19M	Sell	15,188 -5,608	-27%	-$424K	0.38%	65
2024 Q1	$1.58M	Sell	20,796 -1,844	-8%	-$135K	0.53%	47
2023 Q4	$1.6M	Buy	22,640 +15,861	+234%	+$1.05M	0.58%	41
2023 Q3	$430K	Buy	6,779 +114	+2%	+$7.58K	0.17%	153
2023 Q2	$446K	Buy	6,665 +2,563	+62%	+$163K	0.18%	159
2023 Q1	$256K	Buy	+4,102	New	+$252K	0.11%	191

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

My Legacy Advisors's DGRW Position: Q2 2025 in Review

My Legacy Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.8% in Q2 2025, selling an estimated $44K and leaving 7,584 shares worth $649K. The position accounts for 0.23% of the portfolio, ranked #118.

My Legacy Advisors first reported a position in DGRW in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2023. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

My Legacy Advisors held 7,584 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $649K as of Q2 2025.
My Legacy Advisors sold 555 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $44K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of My Legacy Advisors's portfolio in Q2 2025, its #118 holding.
My Legacy Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 10 quarters since.
My Legacy Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.6M in Q4 2023.
731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.