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

Arete Wealth Advisors’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
2025
Q4 		– Sell
-8,068
Closed -$322K – 545
2025
Q3 		$322K Sell
8,068
-94
-1% -$3.68K 0.02% 571
2025
Q2 		$324K Sell
8,162
-196
-2% -$7.34K 0.02% 534
2025
Q1 		$298K Buy
+8,358
New +$304K 0.02% 534

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Arete Wealth Advisors's IQDG Position: Q4 2025 in Review

Arete Wealth Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2025, closing a stake of 8,068 shares — an estimated $322K sold.

Arete Wealth Advisors first reported a position in IQDG in Q1 2025 and held it in 3 quarters. The position peaked at $324K in Q2 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q4 2025.

  • Arete Wealth Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,068 WisdomTree International Quality Dividend Growth Fund shares in Q4 2025, an estimated $322K.
  • Arete Wealth Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2025 and held it in 3 quarters.
  • Arete Wealth Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $324K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.