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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
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
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 Investment Advisory Services's DGRW Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.2% in Q1 2026, selling an estimated $181K and leaving 19,728 shares worth $1.73M. The position accounts for 0.64% of the portfolio, ranked #21.

Summit Investment Advisory Services first reported a position in DGRW in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.02M in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Summit Investment Advisory Services held 19,728 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.73M as of Q1 2026.
  • Summit Investment Advisory Services sold 1,987 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $181K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.64% of Summit Investment Advisory Services's portfolio in Q1 2026, its #21 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 13 quarters since.
  • Summit Investment Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.02M in Q3 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.