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

Lion Street 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
2025 Q3	$210K	Buy	3,377 +257	+8%	+$22.3K	0.07%	213
2025 Q2	$261K	Hold	3,120	–	–	0.08%	233
2025 Q1	$249K	Hold	3,120	–	–	0.08%	226
2024 Q4	$253K	Sell	3,120 -97	-3%	-$8.11K	0.08%	223
2024 Q3	$268K	Hold	3,217	–	–	0.09%	213
2024 Q2	$251K	Sell	3,217 -528	-14%	-$39.9K	0.09%	219
2024 Q1	$263K	Hold	3,745	–	–	0.11%	198
2023 Q4	$263K	Sell	3,745 -135	-3%	-$8.92K	0.11%	198
2023 Q3	$246K	Buy	3,880 +503	+15%	+$33.4K	0.08%	210
2023 Q2	$210K	Sell	3,377 -81	-2%	-$5.14K	0.07%	227
2023 Q1	$216K	Buy	+3,458	New	+$213K	0.07%	221
2022 Q1	–	Sell	-3,087	Closed	-$203K	–	146
2021 Q4	$203K	Buy	+3,087	New	+$194K	0.1%	153

Other funds holding DGRW

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lion Street Advisors's DGRW Position: Q3 2025 in Review

Lion Street Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.2% in Q3 2025, buying an estimated $22.3K and bringing the position to 3,377 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #213.

Lion Street Advisors first reported a position in DGRW in Q4 2021 and has held it in 12 quarters since. The position peaked at $268K in Q3 2024. 724 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Lion Street Advisors held 3,377 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $210K as of Q3 2025.
Lion Street Advisors bought 257 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $22.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.07% of Lion Street Advisors's portfolio in Q3 2025, its #213 holding.
Lion Street Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 12 quarters since.
Lion Street Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $268K in Q3 2024.
724 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.