AWM
IQDG icon

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

Axxcess 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
2026
Q1 		$595K Sell
14,831
-287
-2% -$12.2K 0.02% 284
2025
Q4 		$627K Buy
15,118
+2,197
+17% +$88.7K 0.01% 630
2025
Q3 		$515K Buy
12,921
+39
+0.3% +$1.53K 0.01% 616
2025
Q2 		$511K Buy
12,882
+264
+2% +$9.88K 0.01% 590
2025
Q1 		$450K Buy
12,618
+5,580
+79% +$203K 0.01% 580
2024
Q4 		$241K Buy
+7,038
New +$256K 0.01% 744

Other funds holding IQDG

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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 $376B 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 $564B 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 $961M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return