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ACG Wealth’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

ACG Wealth’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
2018
Q4 		– Sell
-46,456
Closed -$1.37M – 321
2018
Q3 		$1.37M Buy
+46,456
New +$1.4M 0.18% 111

Other funds holding IQDG

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACG Wealth's IQDG Position: Q4 2018 in Review

ACG Wealth sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2018, closing a stake of 46,456 shares — an estimated $1.37M sold.

ACG Wealth first reported a position in IQDG in Q3 2018 and held it in 1 quarter. The position peaked at $1.37M in Q3 2018. 18 funds tracked by Wall St. Rank hold IQDG as of Q4 2018.

  • ACG Wealth reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2018 after selling out during the quarter.
  • ACG Wealth sold 46,456 WisdomTree International Quality Dividend Growth Fund shares in Q4 2018, an estimated $1.37M.
  • ACG Wealth first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2018 and held it in 1 quarter.
  • ACG Wealth's WisdomTree International Quality Dividend Growth Fund position peaked at $1.37M in Q3 2018.
  • 18 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2018.

Based on ACG Wealth's 13F filing for Q4 2018, filed 14 Jan 2019.