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

Atria Wealth Solutions’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
2024 Q1	–	Sell	-5,601	Closed	-$203K	–	2015
2023 Q4	$203K	Sell	5,601 -1,855	-25%	-$61.7K	﹤0.01%	1769
2023 Q3	$239K	Buy	+7,456	New	+$252K	﹤0.01%	1570

Other funds holding IQDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return