LPAM
Lodestar Private Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Buy |
81,925
+8,610
| +12% | +$721K | 0.79% | 37 |
|
|
2025
Q1 | $5.85M | Buy |
73,315
+5,034
| +7% | +$402K | 0.74% | 39 |
|
|
2024
Q4 | $5.53M | Buy |
68,281
+53
| +0.1% | +$4.29K | 0.69% | 39 |
|
|
2024
Q3 | $5.68M | Buy |
68,228
+441
| +0.7% | +$36.7K | 0.72% | 39 |
|
|
2024
Q2 | $5.29M | Buy |
67,787
+1,303
| +2% | +$102K | 0.73% | 40 |
|
|
2024
Q1 | $5.07M | Sell |
66,484
-1,283
| -2% | -$97.8K | 0.72% | 39 |
|
|
2023
Q4 | $4.76M | Buy |
67,767
+4,206
| +7% | +$296K | 0.73% | 39 |
|
|
2023
Q3 | $4.04M | Buy |
63,561
+3,002
| +5% | +$191K | 0.69% | 44 |
|
|
2023
Q2 | $4.04M | Buy |
60,559
+17,174
| +40% | +$1.14M | 0.68% | 38 |
|
|
2023
Q1 | $2.7M | Buy |
43,385
+4,555
| +12% | +$284K | 0.48% | 51 |
|
|
2022
Q4 | $2.34M | Buy |
+38,830
| New | +$2.34M | 0.45% | 54 |
|