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

Latitude 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
Q3 		– Sell
-3,322
Closed -$278K – 220
2025
Q2 		$278K Sell
3,322
-146
-4% -$11.6K 0.14% 159
2025
Q1 		$277K Sell
3,468
-1
-0% -$82 0.16% 152
2024
Q4 		$281K Sell
3,469
-2,228
-39% -$186K 0.16% 142
2024
Q3 		$474K Buy
5,697
+1,166
+26% +$93.4K 0.27% 94
2024
Q2 		$354K Buy
4,531
+1,074
+31% +$81.2K 0.22% 105
2024
Q1 		$263K Sell
3,457
-1,820
-34% -$133K 0.16% 126
2023
Q4 		$371K Buy
5,277
+144
+3% +$9.51K 0.26% 103
2023
Q3 		$326K Sell
5,133
-3,596
-41% -$239K 0.23% 106
2023
Q2 		$582K Buy
8,729
+2,838
+48% +$180K 0.4% 55
2023
Q1 		$367K Sell
5,891
-496
-8% -$30.5K 0.27% 105
2022
Q4 		$386K Sell
6,387
-1,233
-16% -$73.6K 0.29% 87
2022
Q3 		$411K Buy
7,620
+599
+9% +$35.4K 0.34% 71
2022
Q2 		$402K Sell
7,021
-18,683
-73% -$1.13M 0.37% 78
2022
Q1 		$1.64M Sell
25,704
-29,004
-53% -$1.83M 0.37% 58
2021
Q4 		$3.6M Buy
54,708
+85
+0.2% +$5.34K 1.01% 14
2021
Q3 		$3.21M Buy
54,623
+38,546
+240% +$2.36M 1.02% 15
2021
Q2 		$959K Buy
16,077
+1,373
+9% +$81.1K 0.71% 27
2021
Q1 		$841K Buy
14,704
+2,001
+16% +$110K 0.69% 31
2020
Q4 		$686K Buy
+12,703
New +$658K 0.61% 39

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

Latitude Advisors's DGRW Position: Q3 2025 in Review

Latitude Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 3,322 shares — an estimated $278K sold.

Latitude Advisors first reported a position in DGRW in Q4 2020 and held it in 19 quarters. The position peaked at $3.6M in Q4 2021. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Latitude Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Latitude Advisors sold 3,322 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $278K.
  • Latitude Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 19 quarters.
  • Latitude Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.6M in Q4 2021.
  • 723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Latitude Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.