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

Lodestar Private 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 Q2	$7.53M	Sell	78,747 -2,853	-3%	-$270K	0.65%	40
2026 Q1	$7.17M	Sell	81,600 -1,448	-2%	-$132K	0.71%	40
2025 Q4	$7.43M	Buy	83,048 +1,416	+2%	+$126K	0.75%	38
2025 Q3	$7.26M	Sell	81,632 -293	-0.4%	-$25.4K	0.76%	37
2025 Q2	$6.86M	Buy	81,925 +8,610	+12%	+$683K	0.79%	37
2025 Q1	$5.85M	Buy	73,315 +5,034	+7%	+$412K	0.74%	39
2024 Q4	$5.53M	Buy	68,281 +53	+0.1%	+$4.43K	0.69%	39
2024 Q3	$5.68M	Buy	68,228 +441	+0.7%	+$35.3K	0.72%	39
2024 Q2	$5.29M	Buy	67,787 +1,303	+2%	+$98.5K	0.73%	40
2024 Q1	$5.07M	Sell	66,484 -1,283	-2%	-$93.6K	0.72%	39
2023 Q4	$4.76M	Buy	67,767 +4,206	+7%	+$278K	0.73%	39
2023 Q3	$4.04M	Buy	63,561 +3,002	+5%	+$199K	0.69%	44
2023 Q2	$4.04M	Buy	60,559 +17,174	+40%	+$1.09M	0.68%	38
2023 Q1	$2.7M	Buy	43,385 +4,555	+12%	+$280K	0.48%	51
2022 Q4	$2.34M	Buy	+38,830	New	+$2.32M	0.45%	54

Other funds holding DGRW

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

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

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

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

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

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

Lodestar Private Asset Management's DGRW Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.5% in Q2 2026, selling an estimated $270K and leaving 78,747 shares worth $7.53M. The position accounts for 0.65% of the portfolio, ranked #40.

Lodestar Private Asset Management first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Lodestar Private Asset Management held 78,747 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.53M as of Q2 2026.
Lodestar Private Asset Management sold 2,853 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $270K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.65% of Lodestar Private Asset Management's portfolio in Q2 2026, its #40 holding.
Lodestar Private Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.