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Advisory Services Network’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Advisory Services Network’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
2024
Q1 		– Sell
-407
Closed -$14.8K – 2555
2023
Q4 		$14.8K Buy
+407
New +$13.5K ﹤0.01% 2679

Other funds holding IQDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisory Services Network's IQDG Position: Q1 2024 in Review

Advisory Services Network sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2024, closing a stake of 407 shares — an estimated $14.8K sold.

Advisory Services Network first reported a position in IQDG in Q4 2023 and held it in 1 quarter. The position peaked at $14.8K in Q4 2023. 106 funds tracked by Wall St. Rank hold IQDG as of Q1 2024.

  • Advisory Services Network reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 407 WisdomTree International Quality Dividend Growth Fund shares in Q1 2024, an estimated $14.8K.
  • Advisory Services Network first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's WisdomTree International Quality Dividend Growth Fund position peaked at $14.8K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.