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 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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IQDG Position: Q3 2025 in Review

B.O.S.S. Retirement Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2025, closing a stake of 5,992 shares — an estimated $238K sold.

B.O.S.S. Retirement Advisors first reported a position in IQDG in Q4 2023 and held it in 4 quarters. The position peaked at $295K in Q4 2024. 138 funds tracked by Wall St. Rank hold IQDG as of Q3 2025.

B.O.S.S. Retirement Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 5,992 WisdomTree International Quality Dividend Growth Fund shares in Q3 2025, an estimated $238K.
B.O.S.S. Retirement Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2023 and held it in 4 quarters.
B.O.S.S. Retirement Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $295K in Q4 2024.
138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.