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Lotus Asset Management LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lotus Asset Management LLC’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 		$3.97M Buy
+41,514
New +$3.92M 3.51% 7

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

Lotus Asset Management LLC's DGRW Position: Q2 2026 in Review

Lotus Asset Management LLC opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 41,514 shares worth $3.97M. The stake represents 3.51% of the portfolio and ranks #7 among its holdings.

795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Lotus Asset Management LLC held 41,514 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.97M as of Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Lotus Asset Management LLC position in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.51% of Lotus Asset Management LLC's portfolio in Q2 2026, its #7 holding.
  • 795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Lotus Asset Management LLC's 13F filing for Q2 2026, filed 9 Sep 2026.