Integrity Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Integrity Financial’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	$33.8K	Hold	385	–	–	0.02%	223
2025 Q4	$34.4K	Sell	385 -75	-16%	-$6.68K	0.02%	214
2025 Q3	$40.9K	Sell	460 -95	-17%	-$8.24K	0.02%	208
2025 Q2	$46.5K	Hold	555	–	–	0.02%	199
2025 Q1	$44.3K	Buy	555 +170	+44%	+$13.9K	0.03%	184
2024 Q4	$31.2K	Hold	385	–	–	0.02%	186
2024 Q3	$32K	Hold	385	–	–	0.02%	171
2024 Q2	$30K	Hold	385	–	–	0.02%	170
2024 Q1	$29.3K	Hold	385	–	–	0.02%	164
2023 Q4	$27.1K	Hold	385	–	–	0.02%	153
2023 Q3	$24.4K	Hold	385	–	–	0.02%	161
2023 Q2	$25.7K	Hold	385	–	–	0.02%	149
2023 Q1	$24K	Hold	385	–	–	0.02%	156
2022 Q4	$23.2K	Hold	385	–	–	0.02%	146
2022 Q3	$21K	Hold	385	–	–	0.02%	138
2022 Q2	$22K	Hold	385	–	–	0.02%	135
2022 Q1	$25K	Sell	385 -195	-34%	-$12.3K	0.02%	129
2021 Q4	$38K	Buy	+580	New	+$36.4K	0.03%	136

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Integrity Financial's DGRW Position: Q1 2026 in Review

Integrity Financial held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 385 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #223.

Integrity Financial first reported a position in DGRW in Q4 2021 and has held it in 18 quarters since. The position peaked at $46.5K in Q2 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Integrity Financial held 385 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $33.8K as of Q1 2026.
Integrity Financial left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Integrity Financial's portfolio in Q1 2026, its #223 holding.
Integrity Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 18 quarters since.
Integrity Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $46.5K in Q2 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.