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DGRW icon

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

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HC
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Morgan Stanley
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Ameriprise
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RJFSA
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HighTower Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
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