Boston Financial Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Boston Financial 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
2024 Q4	$3.94M	Buy	115,163 +637	+0.6%	+$23.2K	0.12%	112
2024 Q3	$4.48M	Buy	114,526 +7,800	+7%	+$296K	0.13%	107
2024 Q2	$3.96M	Buy	106,726 +7,349	+7%	+$275K	0.13%	108
2024 Q1	$3.78M	Buy	99,377 +7,466	+8%	+$274K	0.12%	111
2023 Q4	$3.33M	Buy	91,911 +12,818	+16%	+$426K	0.11%	111
2023 Q3	$2.53M	Buy	79,093 +13,651	+21%	+$461K	0.09%	122
2023 Q2	$2.25M	Buy	65,442 +10,258	+19%	+$353K	0.08%	132
2023 Q1	$1.87M	Buy	55,184 +17,166	+45%	+$561K	0.07%	144
2022 Q4	$1.16M	Buy	+38,018	New	+$1.12M	0.05%	166

Other funds holding IQDG

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 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Boston Financial Management's IQDG Position: Q4 2024 in Review

Boston Financial Management increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.56% in Q4 2024, buying an estimated $23.2K and bringing the position to 115,163 shares worth $3.94M. The position accounts for 0.12% of the portfolio, ranked #112.

Boston Financial Management first reported a position in IQDG in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.48M in Q3 2024. 131 funds tracked by Wall St. Rank hold IQDG as of Q4 2024.

Boston Financial Management held 115,163 shares of WisdomTree International Quality Dividend Growth Fund worth $3.94M as of Q4 2024.
Boston Financial Management bought 637 WisdomTree International Quality Dividend Growth Fund shares in Q4 2024, an estimated $23.2K.
WisdomTree International Quality Dividend Growth Fund made up 0.12% of Boston Financial Management's portfolio in Q4 2024, its #112 holding.
Boston Financial Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2022 and has held it in 9 quarters since.
Boston Financial Management's WisdomTree International Quality Dividend Growth Fund position peaked at $4.48M in Q3 2024.
131 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.