Lavaca Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lavaca Capital’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	–	Sell	-646	Closed	-$52.3K	–	264
2024 Q4	$52.3K	Buy	+646	New	+$54K	0.02%	172
2022 Q3	–	Sell	-7,199	Closed	-$413K	–	148
2022 Q2	$413K	Buy	7,199 +1,144	+19%	+$69.3K	0.06%	135
2022 Q1	$386K	Buy	+6,055	New	+$382K	0.04%	154

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lavaca Capital's DGRW Position: Q1 2025 in Review

Lavaca Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 646 shares — an estimated $52.3K sold.

Lavaca Capital first reported a position in DGRW in Q1 2022 and held it in 3 quarters. The position peaked at $413K in Q2 2022. 718 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

Lavaca Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Lavaca Capital sold 646 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $52.3K.
Lavaca Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and held it in 3 quarters.
Lavaca Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $413K in Q2 2022.
718 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on Lavaca Capital's 13F filing for Q1 2025, filed 15 May 2025.