Independence Bank of Kentucky’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Independence Bank of Kentucky’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 Q2	$131K	Hold	1,371	–	–	0.01%	316
2026 Q1	$120K	Hold	1,371	–	–	0.02%	324
2025 Q4	$123K	Hold	1,371	–	–	0.02%	332
2025 Q3	$122K	Hold	1,371	–	–	0.02%	332
2025 Q2	$115K	Buy	+1,371	New	+$109K	0.02%	330

Other funds holding DGRW

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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Independence Bank of Kentucky's DGRW Position: Q2 2026 in Review

Independence Bank of Kentucky held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 1,371 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #316.

Independence Bank of Kentucky first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Independence Bank of Kentucky held 1,371 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $131K as of Q2 2026.
Independence Bank of Kentucky left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #316 holding.
Independence Bank of Kentucky first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
657 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.