Level Four Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Level Four Advisory Services’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 Q1	$881K	Sell	10,024 -298	-3%	-$27.1K	0.03%	447
2025 Q4	$923K	Buy	10,322 +116	+1%	+$10.3K	0.03%	427
2025 Q3	$908K	Sell	10,206 -1,219	-11%	-$106K	0.03%	428
2025 Q2	$957K	Buy	11,425 +460	+4%	+$36.5K	0.04%	391
2025 Q1	$876K	Sell	10,965 -283	-3%	-$23.2K	0.04%	376
2024 Q4	$910K	Buy	11,248 +953	+9%	+$79.7K	0.04%	368
2024 Q3	$844K	Sell	10,295 -1,390	-12%	-$111K	0.04%	403
2024 Q2	$912K	Sell	11,685 -13,493	-54%	-$1.02M	0.04%	358
2024 Q1	$1.77M	Hold	25,178	–	–	0.1%	224
2023 Q4	$1.77M	Buy	25,178 +10,045	+66%	+$663K	0.1%	220
2023 Q3	$961K	Buy	15,133 +4,582	+43%	+$304K	0.06%	287
2023 Q2	$703K	Sell	10,551 -13,000	-55%	-$826K	0.04%	375
2023 Q1	$1.47M	Sell	23,551 -12,277	-34%	-$755K	0.1%	216
2022 Q4	$2.16M	Buy	+35,828	New	+$2.14M	0.16%	153
2021 Q3	–	Sell	-32,246	Closed	-$1.92M	–	506
2021 Q2	$1.92M	Sell	32,246 -64,984	-67%	-$3.84M	0.13%	175
2021 Q1	$5.56M	Buy	97,230 +6,388	+7%	+$351K	0.43%	46
2020 Q4	$4.9M	Buy	90,842 +8,005	+10%	+$414K	0.39%	57
2020 Q3	$4.11M	Sell	82,837 -17,870	-18%	-$867K	0.32%	74
2020 Q2	$4.6M	Buy	100,707 +53,378	+113%	+$2.31M	0.36%	64
2020 Q1	$1.85M	Buy	+47,329	New	+$2.15M	0.22%	115

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Level Four Advisory Services's DGRW Position: Q1 2026 in Review

Level Four Advisory Services reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.9% in Q1 2026, selling an estimated $27.1K and leaving 10,024 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #447.

Level Four Advisory Services first reported a position in DGRW in Q1 2020 and has held it in 20 quarters since. The position peaked at $5.56M in Q1 2021. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Level Four Advisory Services held 10,024 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $881K as of Q1 2026.
Level Four Advisory Services sold 298 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $27.1K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #447 holding.
Level Four Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 20 quarters since.
Level Four Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.56M in Q1 2021.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.