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wisdomtreetrusdivd.. shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $249k 2.6k 95.62

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Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

Top funds holding wisdomtreetrusdivd..

Bank of America Corporation
LPL Financial
Pnc Financial Services
Morgan Stanley
Hamilton Capital Management
Ameriprise Financial
Raymond James Financial
UBS Group
HighTower Advisors
Cetera Investment Advisers
Envestnet Asset Management
Wells Fargo & Company
Royal Bank of Canada
Larson Financial Group
Colony

View all funds holding wisdomtreetrusdivd..