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

LWM 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
2023 Q3	–	Sell	-4,509	Closed	-$301K	–	150
2023 Q2	$301K	Sell	4,509 -74,479	-94%	-$4.73M	0.32%	59
2023 Q1	$4.92M	Sell	78,988 -6,756	-8%	-$415K	5.26%	5
2022 Q4	$5.18M	Buy	85,744 +31,912	+59%	+$1.9M	5.72%	4
2022 Q3	$2.9M	Buy	53,832 +8,888	+20%	+$526K	3.29%	6
2022 Q2	$2.58M	Buy	+44,944	New	+$2.72M	3.09%	7

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LWM Advisory Services's DGRW Position: Q3 2023 in Review

LWM Advisory Services sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2023, closing a stake of 4,509 shares — an estimated $301K sold.

LWM Advisory Services first reported a position in DGRW in Q2 2022 and held it in 5 quarters. The position peaked at $5.18M in Q4 2022. 509 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

LWM Advisory Services reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
LWM Advisory Services sold 4,509 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $301K.
LWM Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2022 and held it in 5 quarters.
LWM Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.18M in Q4 2022.
509 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

Based on LWM Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.