Avestar Capital’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Avestar Capital’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	$814K	Buy	20,280 +231	+1%	+$9.8K	0.05%	260
2025 Q4	$832K	Sell	20,049 -60	-0.3%	-$2.42K	0.05%	255
2025 Q3	$802K	Sell	20,109 -584	-3%	-$22.9K	0.05%	263
2025 Q2	$820K	Sell	20,693 -11,423	-36%	-$428K	0.06%	251
2025 Q1	$1.15M	Sell	32,116 -6,206	-16%	-$226K	0.1%	173
2024 Q4	$1.31M	Buy	38,322 +10,395	+37%	+$378K	0.11%	145
2024 Q3	$1.09M	Buy	27,927 +413	+2%	+$15.7K	0.11%	141
2024 Q2	$1.02M	Buy	+27,514	New	+$1.03M	0.1%	146

Other funds holding IQDG

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

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

RWP

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

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

Avestar Capital's IQDG Position: Q1 2026 in Review

Avestar Capital increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 1.2% in Q1 2026, buying an estimated $9.8K and bringing the position to 20,280 shares worth $814K. The position accounts for 0.05% of the portfolio, ranked #260.

Avestar Capital first reported a position in IQDG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2024. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

Avestar Capital held 20,280 shares of WisdomTree International Quality Dividend Growth Fund worth $814K as of Q1 2026.
Avestar Capital bought 231 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $9.8K.
WisdomTree International Quality Dividend Growth Fund made up 0.05% of Avestar Capital's portfolio in Q1 2026, its #260 holding.
Avestar Capital first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
Avestar Capital's WisdomTree International Quality Dividend Growth Fund position peaked at $1.31M in Q4 2024.
146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.