SFWA
DGRW icon

Summit Financial Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Summit Financial Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$303K Hold
3,796
– – 0.06% 114
2024
Q4 		$315K Hold
3,796
– – 0.06% 114
2024
Q3 		$316K Hold
3,796
– – 0.06% 114
2024
Q2 		$296K Buy
+3,796
New +$296K 0.06% 107