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 Q2	$636K	Sell	14,754 -77	-0.5%	-$3.28K	0.01%	644
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

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

Axxcess Wealth Management's IQDG Position: Q2 2026 in Review

Axxcess Wealth Management reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.52% in Q2 2026, selling an estimated $3.28K and leaving 14,754 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #644.

Axxcess Wealth Management first reported a position in IQDG in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Axxcess Wealth Management held 14,754 shares of WisdomTree International Quality Dividend Growth Fund worth $636K as of Q2 2026.
Axxcess Wealth Management sold 77 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.28K.
WisdomTree International Quality Dividend Growth Fund made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #644 holding.
Axxcess Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

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