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Integrity Financial’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

Integrity Financial’s Portfolio DGRE Stock Details DGRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16
Closed -$459 – 292
2025
Q3 		$459 Sell
16
-510
-97% -$14.3K ﹤0.01% 288
2025
Q2 		$14.5K Hold
526
– – 0.01% 236
2025
Q1 		$12.8K Buy
+526
New +$13.1K 0.01% 226

Other funds holding DGRE

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Integrity Financial's DGRE Position: Q4 2025 in Review

Integrity Financial sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2025, closing a stake of 16 shares — an estimated $459 sold.

Integrity Financial first reported a position in DGRE in Q1 2025 and held it in 3 quarters. The position peaked at $14.5K in Q2 2025. 52 funds tracked by Wall St. Rank hold DGRE as of Q4 2025.

  • Integrity Financial reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Integrity Financial sold 16 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2025, an estimated $459.
  • Integrity Financial first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q1 2025 and held it in 3 quarters.
  • Integrity Financial's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $14.5K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2025.

Based on Integrity Financial's 13F filing for Q4 2025, filed 13 Feb 2026.