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

AJ Wealth Strategies’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
2023 Q2	$524K	Hold	15,239	–	–	0.03%	181
2023 Q1	$516K	Hold	15,239	–	–	0.03%	177
2022 Q4	$466K	Hold	15,239	–	–	0.02%	189
2022 Q3	$401K	Buy	15,239 +319	+2%	+$9.45K	0.02%	202
2022 Q2	$442K	Hold	14,920	–	–	0.02%	199
2022 Q1	$544K	Hold	14,920	–	–	0.03%	193
2021 Q4	$595K	Hold	14,920	–	–	0.03%	180
2021 Q3	$568K	Hold	14,920	–	–	0.03%	176
2021 Q2	$594K	Hold	14,920	–	–	0.04%	165
2021 Q1	$553K	Hold	14,920	–	–	0.04%	155
2020 Q4	$545K	Buy	+14,920	New	+$511K	0.05%	139

Other funds holding IQDG

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

OCM

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

AJ Wealth Strategies's IQDG Position: Q2 2023 in Review

AJ Wealth Strategies held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q2 2023 at 15,239 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #181.

AJ Wealth Strategies first reported a position in IQDG in Q4 2020 and has held it in 11 quarters since. The position peaked at $595K in Q4 2021. 89 funds tracked by Wall St. Rank hold IQDG as of Q2 2023.

AJ Wealth Strategies held 15,239 shares of WisdomTree International Quality Dividend Growth Fund worth $524K as of Q2 2023.
AJ Wealth Strategies left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q2 2023.
WisdomTree International Quality Dividend Growth Fund made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #181 holding.
AJ Wealth Strategies first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2020 and has held it in 11 quarters since.
AJ Wealth Strategies's WisdomTree International Quality Dividend Growth Fund position peaked at $595K in Q4 2021.
89 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.