IQDG β€” WISDOMTREE TR

Ownership history in Integrity Financial Corp /WA  Β·  3 quarters on record

AI Ownership Summary

Integrity Financial Corp /WA reported WISDOMTREE TR (IQDG) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows IQDG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IQDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrity Financial Corp /WA's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IQDG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Integrity Financial Corp /WA held IQDG β€” position size vs. price
% of Fund (quarterly)    IQDG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 52 -960 -94.9% 0.00% $2K 2025-11-06 $39.24
2025 Q2 UNCHANGED 1,012 β€” 0% 0.02% $40K 2025-08-05 $37.67
2025 Q1 INITIATED 1,012 β€” β€” 0.02% $36K 2025-05-12 $37.06

FAQ About Integrity Financial Corp /WA and IQDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Integrity Financial Corp /WA reported owning IQDG?

Integrity Financial Corp /WA reported IQDG across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported IQDG position in Integrity Financial Corp /WA's portfolio?

The largest reported portfolio weight for IQDG was 0.02% in 2025 Q1.

What is the latest reported IQDG position on this page?

The most recent filing on this page is 2025 Q3, when Integrity Financial Corp /WA reported 52 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this IQDG ownership page compare?

The chart compares Integrity Financial Corp /WA's quarterly IQDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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