Summit Investment Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Summit Investment Advisory Services’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	$1.92M	Buy	20,112 +384	+2%	+$36.3K	0.48%	23
2026 Q1	$1.73M	Sell	19,728 -1,987	-9%	-$181K	0.64%	21
2025 Q4	$1.94M	Sell	21,715 -1,020	-4%	-$90.9K	0.73%	16
2025 Q3	$2.02M	Sell	22,735 -22	-0.1%	-$1.91K	0.81%	16
2025 Q2	$1.91M	Buy	22,757 +287	+1%	+$22.8K	0.83%	16
2025 Q1	$1.79M	Buy	22,470 +292	+1%	+$23.9K	0.88%	17
2024 Q4	$1.79M	Buy	22,178 +427	+2%	+$35.7K	0.93%	17
2024 Q3	$1.81M	Buy	+21,751	New	+$1.74M	0.96%	17
2024 Q2	–	Sell	-11,825	Closed	-$901K	–	50
2024 Q1	$901K	Buy	11,825 +1,146	+11%	+$83.6K	0.53%	28
2023 Q4	$750K	Buy	10,679 +6,590	+161%	+$435K	0.47%	27
2023 Q3	$260K	Sell	4,089 -39	-0.9%	-$2.59K	0.19%	42
2023 Q2	$275K	Sell	4,128 -839	-17%	-$53.3K	0.18%	41
2023 Q1	$310K	Buy	4,967 +51	+1%	+$3.13K	0.22%	40
2022 Q4	$297K	Buy	+4,916	New	+$293K	0.36%	38

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 Investment Advisory Services's DGRW Position: Q2 2026 in Review

Summit Investment Advisory Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.9% in Q2 2026, buying an estimated $36.3K and bringing the position to 20,112 shares worth $1.92M. The position accounts for 0.48% of the portfolio, ranked #23.

Summit Investment Advisory Services first reported a position in DGRW in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q3 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Summit Investment Advisory Services held 20,112 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.92M as of Q2 2026.
Summit Investment Advisory Services bought 384 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $36.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.48% of Summit Investment Advisory Services's portfolio in Q2 2026, its #23 holding.
Summit Investment Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.02M in Q3 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.