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

Lido 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
2026 Q2	$1.01M	Sell	10,536 -595,891	-98%	-$56.3M	﹤0.01%	1089
2026 Q1	$53.3M	Sell	606,427 -23,165	-4%	-$2.11M	0.16%	88
2025 Q4	$56M	Buy	629,592 +3,082	+0.5%	+$275K	0.17%	83
2025 Q3	$55.7M	Buy	626,510 +619,608	+8,977%	+$53.7M	0.17%	78
2025 Q2	$578K	Sell	6,902 -673,716	-99%	-$53.5M	﹤0.01%	1054
2025 Q1	$54.4M	Sell	680,618 -739,350	-52%	-$60.6M	0.24%	58
2024 Q4	$115M	Buy	+1,419,968	New	+$119M	0.52%	24
2023 Q4	–	Sell	-4,038	Closed	-$256K	–	1363
2023 Q3	$256K	Buy	+4,038	New	+$268K	﹤0.01%	983
2021 Q4	–	Sell	-791	Closed	-$47K	–	1001
2021 Q3	$47K	Buy	+791	New	+$48.4K	﹤0.01%	948

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lido Advisors's DGRW Position: Q2 2026 in Review

Lido Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 98% in Q2 2026, selling an estimated $56.3M and leaving 10,536 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Lido Advisors first reported a position in DGRW in Q3 2021 and has held it in 9 quarters since. The position peaked at $115M in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Lido Advisors held 10,536 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.01M as of Q2 2026.
Lido Advisors sold 595,891 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $56.3M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1089 holding.
Lido Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2021 and has held it in 9 quarters since.
Lido Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $115M in Q4 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.