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

Summit X LLC’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 Q3	–	Sell	-8,300	Closed	-$695K	–	57
2025 Q2	$695K	Buy	8,300 +4,150	+100%	+$329K	0.13%	118
2025 Q1	$331K	Hold	4,150	–	–	0.07%	159
2024 Q4	$336K	Buy	4,150 +180	+5%	+$15.1K	0.07%	152
2024 Q3	$310K	Hold	3,970	–	–	0.08%	153
2024 Q2	$310K	Buy	+3,970	New	+$300K	0.07%	172

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit X LLC's DGRW Position: Q3 2025 in Review

Summit X LLC sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 8,300 shares — an estimated $695K sold.

Summit X LLC first reported a position in DGRW in Q2 2024 and held it in 5 quarters. The position peaked at $695K in Q2 2025. 724 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Summit X LLC reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 8,300 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $695K.
Summit X LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and held it in 5 quarters.
Summit X LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $695K in Q2 2025.
724 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.