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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$338K	Hold
2025 Q2	$318K	Hold
2025 Q1	$303K	Hold
2024 Q4	$315K	Hold
2024 Q3	$316K	Hold
2024 Q2	$296K	Buy