SF
DGRW icon

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

Summit Financial’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
Q1 		$4.31M Buy
49,016
+5,803
+13% +$528K 0.05% 351
2025
Q4 		$3.86M Buy
43,213
+367
+0.9% +$32.7K 0.06% 316
2025
Q3 		$3.81M Buy
+42,846
New +$3.72M 0.06% 318

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Summit Financial's DGRW Position: Q1 2026 in Review

Summit Financial increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q1 2026, buying an estimated $528K and bringing the position to 49,016 shares worth $4.31M. The position accounts for 0.05% of the portfolio, ranked #351.

Summit Financial first reported a position in DGRW in Q3 2025 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Summit Financial held 49,016 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.31M as of Q1 2026.
  • Summit Financial bought 5,803 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $528K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Summit Financial's portfolio in Q1 2026, its #351 holding.
  • Summit Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.