Bank of Montreal
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Bank of Montreal’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Bank of Montreal’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 		$342K Sell
8,514
-1,344
-14% -$57K ﹤0.01% 2590
2025
Q4 		$409K Sell
9,858
-6,402
-39% -$258K ﹤0.01% 2410
2025
Q3 		$648K Buy
16,260
+4,214
+35% +$165K ﹤0.01% 2152
2025
Q2 		$478K Buy
12,046
+4,661
+63% +$175K ﹤0.01% 2314
2025
Q1 		$263K Sell
7,385
-3,983
-35% -$145K ﹤0.01% 2580
2024
Q4 		$389K Sell
11,368
-1,353
-11% -$49.2K ﹤0.01% 2388
2024
Q3 		$500K Buy
12,721
+2,033
+19% +$77.1K ﹤0.01% 2423
2024
Q2 		$408K Buy
10,688
+10,603
+12,474% +$396K ﹤0.01% 2526
2024
Q1 		$3.24K Buy
+85
New +$3.12K ﹤0.01% 3771
2018
Q4 		– Sell
-9
Closed – – 4751
2018
Q3 		$0 Hold
9
– – ﹤0.01% 4809
2018
Q2 		$0 Hold
9
– – ﹤0.01% 4791
2018
Q1 		$0 Sell
9
-41
-82% -$1.28K ﹤0.01% 4244
2017
Q4 		$2K Sell
50
-8
-14% -$242 ﹤0.01% 4052
2017
Q3 		$2K Sell
58
-500
-90% -$14.6K ﹤0.01% 4032
2017
Q2 		$16K Buy
+558
New +$15.6K ﹤0.01% 3604

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
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $666B 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 $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Bank of Montreal's IQDG Position: Q1 2026 in Review

Bank of Montreal reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 14% in Q1 2026, selling an estimated $57K and leaving 8,514 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Bank of Montreal first reported a position in IQDG in Q2 2017 and has held it in 15 quarters since. The position peaked at $648K in Q3 2025. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Bank of Montreal held 8,514 shares of WisdomTree International Quality Dividend Growth Fund worth $342K as of Q1 2026.
  • Bank of Montreal sold 1,344 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $57K.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2590 holding.
  • Bank of Montreal first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2017 and has held it in 15 quarters since.
  • Bank of Montreal's WisdomTree International Quality Dividend Growth Fund position peaked at $648K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.