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

Summit Trail 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
2025 Q4	–	Sell	-51,540	Closed	-$4.59M	–	1325
2025 Q3	$4.59M	Buy	51,540 +122	+0.2%	+$10.6K	0.06%	155
2025 Q2	$4.31M	Buy	51,418 +209	+0.4%	+$16.6K	0.07%	138
2025 Q1	$4.09M	Buy	51,209 +12,372	+32%	+$1.01M	0.13%	56
2024 Q4	$3.14M	Buy	38,837 +21,342	+122%	+$1.78M	0.12%	65
2024 Q3	$1.46M	Buy	17,495 +66	+0.4%	+$5.29K	0.04%	207
2024 Q2	$1.36M	Buy	17,429 +619	+4%	+$46.8K	0.04%	186
2024 Q1	$1.28M	Buy	+16,810	New	+$1.23M	0.03%	181
2022 Q1	–	Sell	-19,385	Closed	-$1.28M	–	338
2021 Q4	$1.28M	Buy	19,385 +98	+0.5%	+$6.16K	0.08%	114
2021 Q3	$1.14M	Buy	19,287 +81	+0.4%	+$4.96K	0.09%	109
2021 Q2	$1.15M	Buy	19,206 +93	+0.5%	+$5.49K	0.1%	97
2021 Q1	$1.09M	Buy	19,113 +76	+0.4%	+$4.17K	0.12%	81
2020 Q4	$1.03M	Buy	+19,037	New	+$986K	0.13%	74

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Summit Trail Advisors's DGRW Position: Q4 2025 in Review

Summit Trail Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 51,540 shares — an estimated $4.59M sold.

Summit Trail Advisors first reported a position in DGRW in Q4 2020 and held it in 12 quarters. The position peaked at $4.59M in Q3 2025. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

Summit Trail Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Summit Trail Advisors sold 51,540 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $4.59M.
Summit Trail Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 12 quarters.
Summit Trail Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.59M in Q3 2025.
767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.