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Baldwin Wealth Partners’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Baldwin 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
2024
Q4 		– Sell
-28,359
Closed -$1.11M – 626
2024
Q3 		$1.11M Buy
+28,359
New +$1.08M 0.08% 122

Other funds holding IQDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Baldwin Wealth Partners's IQDG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2024, closing a stake of 28,359 shares — an estimated $1.11M sold.

Baldwin Wealth Partners first reported a position in IQDG in Q3 2024 and held it in 1 quarter. The position peaked at $1.11M in Q3 2024. 131 funds tracked by Wall St. Rank hold IQDG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 28,359 WisdomTree International Quality Dividend Growth Fund shares in Q4 2024, an estimated $1.11M.
  • Baldwin Wealth Partners first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree International Quality Dividend Growth Fund position peaked at $1.11M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.