AssetMark Inc’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

AssetMark Inc’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	$8.96K	Hold	208	–	–	﹤0.01%	2492
2026 Q1	$8.35K	Hold	208	–	–	﹤0.01%	2380
2025 Q4	$8.63K	Hold	208	–	–	﹤0.01%	2264
2025 Q3	$8.29K	Hold	208	–	–	﹤0.01%	2175
2025 Q2	$8.24K	Buy	+208	New	+$7.79K	﹤0.01%	2001

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

AssetMark Inc's IQDG Position: Q2 2026 in Review

AssetMark Inc held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q2 2026 at 208 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

AssetMark Inc first reported a position in IQDG in Q2 2025 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

AssetMark Inc held 208 shares of WisdomTree International Quality Dividend Growth Fund worth $8.96K as of Q2 2026.
AssetMark Inc left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2492 holding.
AssetMark Inc first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.