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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$695K	Buy	8,300 +4,150	+100%	+$348K	0.13%	118
2025 Q1	$331K	Hold	4,150	–	–	0.07%	159
2024 Q4	$336K	Buy	4,150 +180	+5%	+$14.6K	0.07%	152
2024 Q3	$310K	Hold	3,970	–	–	0.08%	153
2024 Q2	$310K	Buy	+3,970	New	+$310K	0.07%	172