Advisor Group’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Advisor Group’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
2019 Q4	$25K	Sell	785 -200	-20%	-$6.07K	﹤0.01%	3842
2019 Q3	$28K	Sell	985 -70	-7%	-$2.02K	﹤0.01%	3753
2019 Q2	$31K	Sell	1,055 -30	-3%	-$868	﹤0.01%	3674
2019 Q1	$31K	Hold	1,085	–	–	﹤0.01%	3703
2018 Q4	$27K	Sell	1,085 -130	-11%	-$3.49K	﹤0.01%	3611
2018 Q3	$36K	Sell	1,215 -988	-45%	-$29.7K	﹤0.01%	3516
2018 Q2	$66K	Sell	2,203 -7,074	-76%	-$218K	﹤0.01%	2866
2018 Q1	$286K	Buy	9,277 +207	+2%	+$6.45K	﹤0.01%	1719
2017 Q4	$278K	Buy	9,070 +2,605	+40%	+$78.8K	﹤0.01%	1740
2017 Q3	$193K	Buy	6,465 +5,104	+375%	+$149K	﹤0.01%	1888
2017 Q2	$39K	Buy	+1,361	New	+$38K	﹤0.01%	3010

Other funds holding IQDG

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OCM

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

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's IQDG Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 20% in Q4 2019, selling an estimated $6.07K and leaving 785 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #3842.

Advisor Group first reported a position in IQDG in Q2 2017 and has held it in 11 quarters since. The position peaked at $286K in Q1 2018. 22 funds tracked by Wall St. Rank hold IQDG as of Q4 2019.

Advisor Group held 785 shares of WisdomTree International Quality Dividend Growth Fund worth $25K as of Q4 2019.
Advisor Group sold 200 WisdomTree International Quality Dividend Growth Fund shares in Q4 2019, an estimated $6.07K.
WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3842 holding.
Advisor Group first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2017 and has held it in 11 quarters since.
Advisor Group's WisdomTree International Quality Dividend Growth Fund position peaked at $286K in Q1 2018.
22 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.