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B.O.S.S. Retirement Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

B.O.S.S. Retirement Advisors’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
2025
Q3 		– Sell
-5,992
Closed -$238K – 202
2025
Q2 		$238K Sell
5,992
-1,363
-19% -$51K 0.06% 173
2025
Q1 		$262K Sell
7,355
-1,270
-15% -$46.2K 0.08% 150
2024
Q4 		$295K Buy
+8,625
New +$314K 0.08% 143
2024
Q1 		– Sell
-7,812
Closed -$283K – 179
2023
Q4 		$283K Buy
+7,812
New +$260K 0.05% 210

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return