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Avior Wealth Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Avior Wealth Management’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
2023
Q4 		– Sell
-9,377
Closed -$300K – 1609
2023
Q3 		$300K Buy
9,377
+1,119
+14% +$37.8K 0.02% 440
2023
Q2 		$284K Buy
8,258
+5,932
+255% +$204K 0.02% 455
2023
Q1 		$78.8K Buy
+2,326
New +$76K 0.01% 675

Other funds holding IQDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Avior Wealth Management's IQDG Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2023, closing a stake of 9,377 shares — an estimated $300K sold.

Avior Wealth Management first reported a position in IQDG in Q1 2023 and held it in 3 quarters. The position peaked at $300K in Q3 2023. 110 funds tracked by Wall St. Rank hold IQDG as of Q4 2023.

  • Avior Wealth Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 9,377 WisdomTree International Quality Dividend Growth Fund shares in Q4 2023, an estimated $300K.
  • Avior Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's WisdomTree International Quality Dividend Growth Fund position peaked at $300K in Q3 2023.
  • 110 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.