Astoria Portfolio Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Astoria Portfolio 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 Q2	–	Sell	-6,947	Closed	-$250K	–	266
2025 Q1	$250K	Sell	6,947 -128	-2%	-$4.66K	0.09%	188
2024 Q4	$242K	Sell	7,075 -1,941	-22%	-$70.6K	0.09%	182
2024 Q3	$345K	Buy	+9,016	New	+$342K	0.12%	134
2023 Q4	–	Sell	-12,688	Closed	-$391K	–	196
2023 Q3	$391K	Sell	12,688 -2,934	-19%	-$99.1K	0.19%	102
2023 Q2	$548K	Buy	15,622 +2,422	+18%	+$83.4K	0.21%	91
2023 Q1	$451K	Sell	13,200 -581	-4%	-$19K	0.19%	91
2022 Q4	$457K	Buy	13,781 +3,465	+34%	+$102K	0.21%	88
2022 Q3	$271K	Buy	10,316 +71	+0.7%	+$2.1K	0.18%	125
2022 Q2	$303K	Buy	10,245 +2,854	+39%	+$94.3K	0.22%	107
2022 Q1	$270K	Sell	7,391 -1,831	-20%	-$67.7K	0.21%	95
2021 Q4	$368K	Buy	+9,222	New	+$361K	0.29%	91

Other funds holding IQDG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RWP

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

Astoria Portfolio Advisors's IQDG Position: Q2 2025 in Review

Astoria Portfolio Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2025, closing a stake of 6,947 shares — an estimated $250K sold.

Astoria Portfolio Advisors first reported a position in IQDG in Q4 2021 and held it in 11 quarters. The position peaked at $548K in Q2 2023. 135 funds tracked by Wall St. Rank hold IQDG as of Q2 2025.

Astoria Portfolio Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Astoria Portfolio Advisors sold 6,947 WisdomTree International Quality Dividend Growth Fund shares in Q2 2025, an estimated $250K.
Astoria Portfolio Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2021 and held it in 11 quarters.
Astoria Portfolio Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $548K in Q2 2023.
135 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.