Lloyd Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Lloyd Advisory Services’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	–	Sell	-4,368	Closed	-$384K	–	718
2026 Q1	$384K	Buy	+4,368	New	+$397K	0.11%	88
2022 Q2	–	Sell	-106	Closed	-$7K	–	179
2022 Q1	$7K	Sell	106 -55,569	-100%	-$3.51M	﹤0.01%	418
2021 Q4	$3.67M	Buy	55,675 +55,268	+13,579%	+$3.47M	1.69%	16
2021 Q3	$24K	Sell	407 -74	-15%	-$4.53K	0.01%	234
2021 Q2	$29K	Sell	481 -45,838	-99%	-$2.71M	0.01%	213
2021 Q1	$2.65M	Buy	+46,319	New	+$2.54M	1.44%	18
2020 Q2	–	Sell	-4	Closed	–	–	315
2020 Q1	$0	Buy	+4	New	+$182	﹤0.01%	298

Other funds holding DGRW

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

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 $103B AUM 28.65% 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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Lloyd Advisory Services's DGRW Position: Q2 2026 in Review

Lloyd Advisory Services sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 4,368 shares — an estimated $384K sold.

Lloyd Advisory Services first reported a position in DGRW in Q1 2020 and held it in 7 quarters. The position peaked at $3.67M in Q4 2021. 733 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Lloyd Advisory Services reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 4,368 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $384K.
Lloyd Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and held it in 7 quarters.
Lloyd Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.67M in Q4 2021.
733 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.