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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's IQDG Position: Q1 2024 in Review

Atria Wealth Solutions sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2024, closing a stake of 5,601 shares — an estimated $203K sold.

Atria Wealth Solutions first reported a position in IQDG in Q3 2023 and held it in 2 quarters. The position peaked at $239K in Q3 2023. 106 funds tracked by Wall St. Rank hold IQDG as of Q1 2024.

  • Atria Wealth Solutions reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,601 WisdomTree International Quality Dividend Growth Fund shares in Q1 2024, an estimated $203K.
  • Atria Wealth Solutions first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's WisdomTree International Quality Dividend Growth Fund position peaked at $239K in Q3 2023.
  • 106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.