Brinker Capital Investments’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Brinker Capital Investments’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
2021 Q4	–	Sell	-6,108	Closed	-$233K	–	1400
2021 Q3	$233K	Sell	6,108 -523	-8%	-$21.3K	﹤0.01%	1220
2021 Q2	$264K	Sell	6,631 -183	-3%	-$7.22K	﹤0.01%	1238
2021 Q1	$253K	Sell	6,814 -641	-9%	-$24K	﹤0.01%	1096
2020 Q4	$272K	Sell	7,455 -1,431	-16%	-$49K	﹤0.01%	945
2020 Q3	$290K	Buy	+8,886	New	+$285K	0.01%	1016

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Brinker Capital Investments's IQDG Position: Q4 2021 in Review

Brinker Capital Investments sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2021, closing a stake of 6,108 shares — an estimated $233K sold.

Brinker Capital Investments first reported a position in IQDG in Q3 2020 and held it in 5 quarters. The position peaked at $290K in Q3 2020. 59 funds tracked by Wall St. Rank hold IQDG as of Q4 2021.

Brinker Capital Investments reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Brinker Capital Investments sold 6,108 WisdomTree International Quality Dividend Growth Fund shares in Q4 2021, an estimated $233K.
Brinker Capital Investments first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2020 and held it in 5 quarters.
Brinker Capital Investments's WisdomTree International Quality Dividend Growth Fund position peaked at $290K in Q3 2020.
59 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2021.

Based on Brinker Capital Investments's 13F filing for Q4 2021, filed 8 Feb 2022.