Loring Wolcott & Coolidge Fiduciary Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q4	–	Sell	-1,000	Closed	-$89.5K	–	541
2025 Q3	$89.5K	Sell	1,000 -820	-45%	-$71.1K	﹤0.01%	390
2025 Q2	$152K	Hold	1,820	–	–	﹤0.01%	309
2025 Q1	$138K	Hold	1,820	–	–	﹤0.01%	305
2024 Q4	$152K	Hold	1,820	–	–	﹤0.01%	309
2024 Q3	$152K	Hold	1,820	–	–	﹤0.01%	307
2024 Q2	$147K	Hold	1,820	–	–	﹤0.01%	302
2024 Q1	$133K	Sell	1,820 -680	-27%	-$49.6K	﹤0.01%	307
2023 Q4	$178K	Hold	2,500	–	–	﹤0.01%	290
2023 Q3	$160K	Hold	2,500	–	–	﹤0.01%	306
2023 Q2	$167K	Hold	2,500	–	–	﹤0.01%	309
2023 Q1	$156K	Hold	2,500	–	–	﹤0.01%	297
2022 Q4	$151K	Hold	2,500	–	–	﹤0.01%	300
2022 Q3	$135K	Hold	2,500	–	–	﹤0.01%	318
2022 Q2	$143K	Hold	2,500	–	–	﹤0.01%	321
2022 Q1	$159K	Hold	2,500	–	–	﹤0.01%	325
2021 Q4	$165K	Sell	2,500 -96	-4%	-$6.03K	﹤0.01%	336
2021 Q3	$153K	Hold	2,596	–	–	﹤0.01%	340
2021 Q2	$155K	Buy	+2,596	New	+$153K	﹤0.01%	350
2021 Q1	–	Sell	-2,500	Closed	-$135K	–	403
2020 Q4	$135K	Hold	2,500	–	–	﹤0.01%	315
2020 Q3	$124K	Hold	2,500	–	–	﹤0.01%	303
2020 Q2	$114K	Hold	2,500	–	–	﹤0.01%	294
2020 Q1	$97K	Sell	2,500 -500	-17%	-$22.7K	﹤0.01%	295
2019 Q4	$145K	Hold	3,000	–	–	﹤0.01%	303
2019 Q3	$135K	Hold	3,000	–	–	﹤0.01%	299
2019 Q2	$131K	Hold	3,000	–	–	﹤0.01%	306
2019 Q1	$129K	Hold	3,000	–	–	﹤0.01%	300
2018 Q4	$115K	Hold	3,000	–	–	﹤0.01%	308
2018 Q3	$133K	Buy	+3,000	New	+$130K	﹤0.01%	314
2014 Q3	–	Sell	-3,000	Closed	-$87K	–	594
2014 Q2	$87K	Hold	3,000	–	–	﹤0.01%	373
2014 Q1	$84K	Hold	3,000	–	–	﹤0.01%	362
2013 Q4	$84K	Buy	+3,000	New	+$80K	﹤0.01%	349

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

Loring Wolcott & Coolidge Fiduciary Advisors's DGRW Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 1,000 shares — an estimated $89.5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DGRW in Q4 2013 and held it in 31 quarters. The position peaked at $178K in Q4 2023. 769 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,000 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $89.5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2013 and held it in 31 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $178K in Q4 2023.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.