Beaird Harris Wealth Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Beaird Harris 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	$62K	Hold	1,440	–	–	﹤0.01%	244
2026 Q1	$57.8K	Hold	1,440	–	–	﹤0.01%	230
2025 Q4	$59.7K	Hold	1,440	–	–	﹤0.01%	240
2025 Q3	$57.4K	Hold	1,440	–	–	﹤0.01%	235
2025 Q2	$57.1K	Hold	1,440	–	–	﹤0.01%	236
2025 Q1	$51.4K	Hold	1,440	–	–	﹤0.01%	219
2024 Q4	$49.3K	Hold	1,440	–	–	﹤0.01%	227
2024 Q3	$56.4K	Hold	1,440	–	–	﹤0.01%	221
2024 Q2	$53.4K	Buy	+1,440	New	+$53.8K	0.01%	216

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

Beaird Harris Wealth Management's IQDG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q2 2026 at 1,440 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Beaird Harris Wealth Management first reported a position in IQDG in Q2 2024 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Beaird Harris Wealth Management held 1,440 shares of WisdomTree International Quality Dividend Growth Fund worth $62K as of Q2 2026.
Beaird Harris Wealth Management left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #244 holding.
Beaird Harris Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.