AlphaCore Capital’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

AlphaCore Capital’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 Q2	$45.9M	Sell	1,064,871 -15,972	-1%	-$680K	0.84%	27
2026 Q1	$43.4M	Sell	1,080,843 -16,891	-2%	-$716K	1.03%	19
2025 Q4	$45.5M	Buy	1,097,734 +1,097,634	+1,097,634%	+$44.3M	1.02%	15
2025 Q3	$3.99K	Hold	100	–	–	﹤0.01%	1035
2025 Q2	$3.96K	Buy	+100	New	+$3.74K	﹤0.01%	1009

Other funds holding IQDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AlphaCore Capital's IQDG Position: Q2 2026 in Review

AlphaCore Capital reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 1.5% in Q2 2026, selling an estimated $680K and leaving 1,064,871 shares worth $45.9M. The position accounts for 0.84% of the portfolio, ranked #27.

AlphaCore Capital first reported a position in IQDG in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

AlphaCore Capital held 1,064,871 shares of WisdomTree International Quality Dividend Growth Fund worth $45.9M as of Q2 2026.
AlphaCore Capital sold 15,972 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $680K.
WisdomTree International Quality Dividend Growth Fund made up 0.84% of AlphaCore Capital's portfolio in Q2 2026, its #27 holding.
AlphaCore Capital first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.