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

Arkadios 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
2026 Q2	$605K	Sell	14,055 -2,938	-17%	-$125K	0.01%	1039
2026 Q1	$682K	Sell	16,993 -1,321	-7%	-$56K	0.01%	963
2025 Q4	$760K	Sell	18,314 -768	-4%	-$31K	0.01%	826
2025 Q3	$761K	Buy	+19,082	New	+$748K	0.02%	757
2025 Q2	–	Sell	-6,621	Closed	-$236K	–	1340
2025 Q1	$236K	Buy	+6,621	New	+$241K	0.01%	994

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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 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

Arkadios Wealth Advisors's IQDG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 17% in Q2 2026, selling an estimated $125K and leaving 14,055 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #1039.

Arkadios Wealth Advisors first reported a position in IQDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $761K in Q3 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Arkadios Wealth Advisors held 14,055 shares of WisdomTree International Quality Dividend Growth Fund worth $605K as of Q2 2026.
Arkadios Wealth Advisors sold 2,938 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $125K.
WisdomTree International Quality Dividend Growth Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1039 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2025 and has held it in 5 quarters since.
Arkadios Wealth Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $761K in Q3 2025.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.