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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Lifestyle Asset Management's DGRW Position: Q1 2026 in Review

Lifestyle Asset Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 22,607 shares — an estimated $2.02M sold.

Lifestyle Asset Management first reported a position in DGRW in Q4 2023 and held it in 9 quarters. The position peaked at $2.17M in Q3 2025. 773 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Lifestyle Asset Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Lifestyle Asset Management sold 22,607 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $2.02M.
Lifestyle Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 9 quarters.
Lifestyle Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.17M in Q3 2025.
773 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.