3D/L Capital Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

3D/L Capital Management’s Portfolio IQDG Stock Details IQDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9,333	Closed	-$371K	–	133
2021 Q2	$371K	Buy	9,333 +981	+12%	+$38.7K	0.09%	85
2021 Q1	$310K	Buy	+8,352	New	+$313K	0.08%	92

Other funds holding IQDG

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

3D/L Capital Management's IQDG Position: Q3 2021 in Review

3D/L Capital Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2021, closing a stake of 9,333 shares — an estimated $371K sold.

3D/L Capital Management first reported a position in IQDG in Q1 2021 and held it in 2 quarters. The position peaked at $371K in Q2 2021. 54 funds tracked by Wall St. Rank hold IQDG as of Q3 2021.

3D/L Capital Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
3D/L Capital Management sold 9,333 WisdomTree International Quality Dividend Growth Fund shares in Q3 2021, an estimated $371K.
3D/L Capital Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2021 and held it in 2 quarters.
3D/L Capital Management's WisdomTree International Quality Dividend Growth Fund position peaked at $371K in Q2 2021.
54 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2021.

Based on 3D/L Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.