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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Axis Wealth Partners's IQDG Position: Q1 2026 in Review

Axis Wealth Partners increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 1.2% in Q1 2026, buying an estimated $2.84K and bringing the position to 5,874 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #157.

Axis Wealth Partners first reported a position in IQDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $568K in Q4 2024. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Axis Wealth Partners held 5,874 shares of WisdomTree International Quality Dividend Growth Fund worth $236K as of Q1 2026.
  • Axis Wealth Partners bought 67 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $2.84K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.13% of Axis Wealth Partners's portfolio in Q1 2026, its #157 holding.
  • Axis Wealth Partners first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's WisdomTree International Quality Dividend Growth Fund position peaked at $568K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.