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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lodestar Private Asset Management's DGRW Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.7% in Q1 2026, selling an estimated $132K and leaving 81,600 shares worth $7.17M. The position accounts for 0.71% of the portfolio, ranked #40.

Lodestar Private Asset Management first reported a position in DGRW in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.43M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Lodestar Private Asset Management held 81,600 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.17M as of Q1 2026.
Lodestar Private Asset Management sold 1,448 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $132K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.71% of Lodestar Private Asset Management's portfolio in Q1 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 14 quarters since.
Lodestar Private Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.43M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.