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 Q2	$4.64M	Sell	48,491 -525	-1%	-$49.6K	0.05%	363
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 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's DGRW Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.1% in Q2 2026, selling an estimated $49.6K and leaving 48,491 shares worth $4.64M. The position accounts for 0.05% of the portfolio, ranked #363.

Summit Financial first reported a position in DGRW in Q3 2025 and has held it in 4 quarters since. 795 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Summit Financial held 48,491 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.64M as of Q2 2026.
Summit Financial sold 525 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $49.6K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Summit Financial's portfolio in Q2 2026, its #363 holding.
Summit Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
795 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.