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Atria Investments’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Atria Investments’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
Q1 		$3.37M Sell
83,972
-6,027
-7% -$256K 0.04% 499
2025
Q4 		$3.73M Buy
89,999
+2,723
+3% +$110K 0.04% 478
2025
Q3 		$3.48M Buy
87,276
+11,329
+15% +$444K 0.04% 516
2025
Q2 		$3.01M Buy
75,947
+1,114
+1% +$41.7K 0.04% 563
2025
Q1 		$2.67M Sell
74,833
-20,764
-22% -$756K 0.03% 592
2024
Q4 		$3.27M Buy
95,597
+5,396
+6% +$196K 0.04% 497
2024
Q3 		$3.53M Buy
90,201
+46,525
+107% +$1.76M 0.04% 466
2024
Q2 		$1.62M Sell
43,676
-15,543
-26% -$581K 0.02% 728
2024
Q1 		$2.25M Buy
59,219
+22,977
+63% +$844K 0.03% 604
2023
Q4 		$1.31M Buy
+36,242
New +$1.2M 0.02% 780

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return