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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
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 $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Integrated Wealth Concepts's DGRW Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026: 12,363 shares worth $1.09M. The stake represents 0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in DGRW as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in DGRW in Q4 2017 and has held it in 20 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Integrated Wealth Concepts held 12,363 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.09M as of Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Integrated Wealth Concepts position in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1057 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 20 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.