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Lifestyle Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lifestyle Asset Management’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 		– Sell
-22,607
Closed -$2.02M – 141
2025
Q4 		$2.02M Sell
22,607
-1,839
-8% -$164K 0.66% 43
2025
Q3 		$2.17M Buy
24,446
+1,659
+7% +$144K 0.74% 35
2025
Q2 		$1.91M Sell
22,787
-94
-0.4% -$7.46K 0.89% 23
2025
Q1 		$1.83M Sell
22,881
-247
-1% -$20.2K 1% 18
2024
Q4 		$1.87M Buy
23,128
+145
+0.6% +$12.1K 1.02% 19
2024
Q3 		$1.91M Sell
22,983
-1,156
-5% -$92.6K 1.06% 14
2024
Q2 		$1.88M Buy
24,139
+5,960
+33% +$450K 1.08% 15
2024
Q1 		$1.39M Sell
18,179
-304
-2% -$22.2K 0.82% 20
2023
Q4 		$1.3M Buy
+18,483
New +$1.22M 0.72% 24

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