Lido Advisors
DGRW icon

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
Q1 		$53.3M Sell
606,427
-23,165
-4% -$2.11M 0.21% 88
2025
Q4 		$56M Buy
629,592
+3,082
+0.5% +$275K 0.22% 83
2025
Q3 		$55.7M Buy
626,510
+619,608
+8,977% +$53.7M 0.23% 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 0.32% 58
2024
Q4 		$115M Buy
+1,419,968
New +$119M 0.72% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $376B AUM 19.32% 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 $431B 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 $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return