IWC
DGRW icon

Integrated Wealth Concepts’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Integrated Wealth Concepts’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 		$1.85M Buy
19,342
+6,979
+56% +$659K 0.01% 878
2026
Q1 		$1.09M Buy
+12,363
New +$1.12M 0.01% 1057
2025
Q4 		– Sell
-9,243
Closed -$822K – 1723
2025
Q3 		$822K Sell
9,243
-446
-5% -$38.7K 0.01% 1094
2025
Q2 		$811K Buy
9,689
+2,208
+30% +$175K 0.01% 1031
2025
Q1 		$597K Buy
7,481
+355
+5% +$29.1K 0.01% 1068
2024
Q4 		$577K Buy
7,126
+1,481
+26% +$124K 0.01% 1069
2024
Q3 		$470K Buy
5,645
+1,375
+32% +$110K 0.01% 1112
2024
Q2 		$333K Sell
4,270
-21
-0.5% -$1.59K ﹤0.01% 1258
2024
Q1 		$327K Sell
4,291
-10
-0.2% -$730 ﹤0.01% 1275
2023
Q4 		$302K Buy
+4,301
New +$284K 0.01% 1264
2021
Q3 		– Sell
-6,445
Closed -$385K – 946
2021
Q2 		$385K Buy
6,445
+972
+18% +$57.4K 0.01% 594
2021
Q1 		$313K Sell
5,473
-485
-8% -$26.6K 0.01% 581
2020
Q4 		$321K Buy
5,958
+256
+4% +$13.3K 0.02% 505
2020
Q3 		$283K Buy
5,702
+647
+13% +$31.4K 0.02% 465
2020
Q2 		$230K Buy
+5,055
New +$219K 0.02% 454
2020
Q1 		– Sell
-4,999
Closed -$242K – 426
2019
Q4 		$242K Buy
4,999
+27
+0.5% +$1.26K 0.02% 413
2019
Q3 		$224K Buy
4,972
+275
+6% +$12.2K 0.03% 386
2019
Q2 		$205K Buy
4,697
+30
+0.6% +$1.3K 0.03% 357
2019
Q1 		$201K Buy
+4,667
New +$193K 0.03% 317
2018
Q4 		– Sell
-4,590
Closed -$204K – 270
2018
Q3 		$204K Buy
+4,590
New +$198K 0.06% 238
2018
Q1 		– Sell
-4,770
Closed -$202K – 200
2017
Q4 		$202K Buy
+4,770
New +$190K 0.09% 184

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrated Wealth Concepts's DGRW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 56% in Q2 2026, buying an estimated $659K and bringing the position to 19,342 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #878.

Integrated Wealth Concepts first reported a position in DGRW in Q4 2017 and has held it in 21 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Integrated Wealth Concepts held 19,342 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.85M as of Q2 2026.
  • Integrated Wealth Concepts bought 6,979 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $659K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #878 holding.
  • Integrated Wealth Concepts first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and has held it in 21 quarters since.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.