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Superior Planning, LLC’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Superior Planning, LLC’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
2026
Q3 		$4.65K Buy
+109
New +$4.76K ﹤0.01% 1225

Other funds holding IQDG

AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Superior Planning, LLC's IQDG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2026: 109 shares worth $4.65K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings.

99 funds tracked by Wall St. Rank hold IQDG as of Q3 2026.

  • Superior Planning, LLC held 109 shares of WisdomTree International Quality Dividend Growth Fund worth $4.65K as of Q3 2026.
  • WisdomTree International Quality Dividend Growth Fund was a new Superior Planning, LLC position in Q3 2026.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1225 holding.
  • 99 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.