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
2026 Q2	$363K	Hold	3,796	–	–	0.05%	157
2026 Q1	$333K	Hold	3,796	–	–	0.05%	142
2025 Q4	$339K	Hold	3,796	–	–	0.05%	139
2025 Q3	$338K	Hold	3,796	–	–	0.05%	126
2025 Q2	$318K	Hold	3,796	–	–	0.06%	124
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	+$287K	0.06%	107

Other funds holding DGRW

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Financial Wealth Advisors's DGRW Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 3,796 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #157.

Summit Financial Wealth Advisors first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Summit Financial Wealth Advisors held 3,796 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $363K as of Q2 2026.
Summit Financial Wealth Advisors left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Summit Financial Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.