Axis Wealth Partners’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Axis Wealth Partners’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	$282K	Buy	6,551 +677	+12%	+$28.8K	0.14%	146
2026 Q1	$236K	Buy	5,874 +67	+1%	+$2.84K	0.13%	157
2025 Q4	$241K	Buy	5,807 +341	+6%	+$13.8K	0.13%	149
2025 Q3	$218K	Sell	5,466 -73	-1%	-$2.86K	0.13%	153
2025 Q2	$220K	Sell	5,539 -3,783	-41%	-$142K	0.14%	138
2025 Q1	$333K	Sell	9,322 -7,279	-44%	-$265K	0.25%	103
2024 Q4	$568K	Buy	+16,601	New	+$604K	0.48%	56

Other funds holding IQDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Axis Wealth Partners's IQDG Position: Q2 2026 in Review

Axis Wealth Partners increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 12% in Q2 2026, buying an estimated $28.8K and bringing the position to 6,551 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #146.

Axis Wealth Partners first reported a position in IQDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $568K in Q4 2024. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Axis Wealth Partners held 6,551 shares of WisdomTree International Quality Dividend Growth Fund worth $282K as of Q2 2026.
Axis Wealth Partners bought 677 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $28.8K.
WisdomTree International Quality Dividend Growth Fund made up 0.14% of Axis Wealth Partners's portfolio in Q2 2026, its #146 holding.
Axis Wealth Partners first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's WisdomTree International Quality Dividend Growth Fund position peaked at $568K in Q4 2024.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.