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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
Q2 		$3.6M Sell
83,652
-320
-0.4% -$13.6K 0.04% 501
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 $1.55T 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 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Atria Investments's IQDG Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.38% in Q2 2026, selling an estimated $13.6K and leaving 83,652 shares worth $3.6M. The position accounts for 0.04% of the portfolio, ranked #501.

Atria Investments first reported a position in IQDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.73M in Q4 2025. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Atria Investments held 83,652 shares of WisdomTree International Quality Dividend Growth Fund worth $3.6M as of Q2 2026.
  • Atria Investments sold 320 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $13.6K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.04% of Atria Investments's portfolio in Q2 2026, its #501 holding.
  • Atria Investments first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • Atria Investments's WisdomTree International Quality Dividend Growth Fund position peaked at $3.73M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.