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Lane & Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lane & Associates’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
Q1 		$526K Hold
6,588
– – 0.28% 59
2024
Q4 		$549K Hold
6,588
– – 0.28% 62
2024
Q3 		$548K Buy
6,588
+250
+4% +$20K 0.3% 65
2024
Q2 		$495K Hold
6,338
– – 0.29% 65
2024
Q1 		$483K Hold
6,338
– – 0.3% 63
2023
Q4 		$445K Hold
6,338
– – 0.32% 63
2023
Q3 		$402K Hold
6,338
– – 0.32% 63
2023
Q2 		$422K Hold
6,338
– – 0.34% 58
2023
Q1 		$395K Buy
+6,338
New +$390K 0.35% 56

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lane & Associates's DGRW Position: Q1 2025 in Review

Lane & Associates held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2025 at 6,588 shares worth $526K. The position accounts for 0.28% of the portfolio, ranked #59.

Lane & Associates first reported a position in DGRW in Q1 2023 and has held it in 9 quarters since. The position peaked at $549K in Q4 2024. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

  • Lane & Associates held 6,588 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $526K as of Q1 2025.
  • Lane & Associates left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2025.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.28% of Lane & Associates's portfolio in Q1 2025, its #59 holding.
  • Lane & Associates first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 9 quarters since.
  • Lane & Associates's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $549K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.