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Disclosed positions
Legacy Financial Advisors, Inc.: source evidence dated 2026-08-06T03:59:59.999Z.
- Issuer
- WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
- Ticker
- DGRW
- Class
- ETF
- Reported value
- $70,056,996
- Reported amount
- 732,660
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001765380-26-000278Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | ETF | $70,056,996 | 732,660 | SH | None |
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | DIVI | ETF | $36,758,113 | 860,443 | SH | None |
| FREEDOM 100 EMERGING MARKETS ETF | FRDM | ETF | $28,758,120 | 394,487 | SH | None |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | ETF | $26,992,628 | 164,319 | SH | None |
| APPLE INC | AAPL | Stock | $26,072,927 | 90,105 | SH | None |
| NVIDIA CORP | NVDA | Stock | $24,621,080 | 123,050 | SH | None |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | WTV | ETF | $23,068,012 | 226,780 | SH | None |
| WISDOMTREE U.S. QUALITY GROWTH FUND | QGRW | ETF | $22,234,267 | 336,730 | SH | None |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | ETF | $22,182,216 | 836,433 | SH | None |
| MICROSOFT | MSFT | Stock | $14,612,234 | 39,173 | SH | None |
| GOOGLE INC | GOOGL | Stock | $12,809,469 | 35,844 | SH | None |
| NATIXIS GATEWAY QUALITY INCOME ETF | GQI | ETF | $12,662,380 | 214,000 | SH | None |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | ETF | $12,655,360 | 276,620 | SH | None |
| PROCTER & GAMBLE CO COM | PG | Stock | $12,070,137 | 82,311 | SH | None |
| AMAZON.COM INC | AMZN | Stock | $11,991,739 | 50,314 | SH | None |
| JPMORGAN MUNICIPAL ETF | JMUB | ETF | $11,689,692 | 230,771 | SH | None |
| JPMORGAN CHASE & CO COM | JPM | Stock | $11,454,098 | 34,993 | SH | None |
| ALPHABET INC CAP STK CL C | GOOG | Stock | $10,783,550 | 30,520 | SH | None |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | ETF | $10,747,024 | 141,800 | SH | None |
| MICRON TECHNOLOGY | MU | Stock | $8,350,256 | 7,234 | SH | None |
| AVAGO TECHNOLOGIES LTD | AVGO | Stock | $7,853,948 | 20,791 | SH | None |
| TESLA MOTORS INC | TSLA | Stock | $7,086,448 | 16,848 | SH | None |
| VANGUARD TOTAL STK MKT | VTI | ETF | $6,353,041 | 17,169 | SH | None |
| META PLATFORMS INC CL A | META | Stock | $6,251,537 | 11,098 | SH | None |
| ADVANCED MICRO DEVICES INC COM | AMD | Stock | $5,995,763 | 10,321 | SH | None |
| FRANKLIN DYNAMIC MUNICIPAL BOND ETF | FLMI | ETF | $5,589,985 | 222,089 | SH | None |
| INTEL CORP COM | INTC | Stock | $5,121,066 | 36,676 | SH | None |
| APPLIED MATLS INC COM | AMAT | Stock | $4,934,268 | 6,825 | SH | None |
| ISHARES CORE MSCI EAFE ETF | IEFA | ETF | $4,870,324 | 50,428 | SH | None |
| VANGUARD RUSSELL 1000 GROWTH ETF | VONG | ETF | $4,844,208 | 37,902 | SH | None |
| VISA INC | V | Stock | $4,711,394 | 13,732 | SH | None |
| ISHARES S&P 500 INDEX | IVV | ETF | $4,248,354 | 5,673 | SH | None |
| LAM RESEARCH CORP | LRCX | Stock | $4,165,411 | 9,613 | SH | None |
| ELI LILLY & CO COM | LLY | Stock | $4,123,517 | 3,438 | SH | None |
| PNC FINL SVCS GROUP INC COM | PNC | Stock | $4,000,488 | 16,248 | SH | None |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | Stock | $3,968,423 | 7,931 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | Stock | $3,924,351 | 15,452 | SH | None |
| CISCO SYS INC | CSCO | Stock | $3,827,576 | 32,586 | SH | None |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | ETF | $3,809,446 | 53,466 | SH | None |
| JPMORGAN ULTRA-SHORT INCOME ETF | JPST | ETF | $3,727,150 | 73,703 | SH | None |
| MERCK & CO INC | MRK | Stock | $3,718,635 | 28,939 | SH | None |
| INVESCO S&P 500 QUALITY ETF | SPHQ | ETF | $3,576,269 | 39,692 | SH | None |
| WALMART INC COM | WMT | Stock | $3,563,965 | 31,467 | SH | None |
| FIFTH THIRD BANCORP | FITB | Stock | $3,459,746 | 61,376 | SH | None |
| EXXONMOBIL HOLDINGS CORP COM SHS | XOM | Stock | $3,374,126 | 24,679 | SH | None |
| NETFLIX COM INC | NFLX | Stock | $3,241,439 | 45,398 | SH | None |
| ORACLE CORPORATION | ORCL | Stock | $3,226,141 | 22,014 | SH | None |
| BANK OF AMER CORP COM | BAC | Stock | $3,219,570 | 56,504 | SH | None |
| CATERPILLAR INC COM | CAT | Stock | $3,131,939 | 2,941 | SH | None |
| GE AEROSPACE COM NEW | GE | Stock | $3,039,312 | 8,132 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.