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Cahill Financial Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Cahill Financial Advisors’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 		$382K Buy
9,516
+5
+0.1% +$212 0.04% 208
2025
Q4 		$395K Sell
9,511
-335
-3% -$13.5K 0.04% 205
2025
Q3 		$393K Buy
9,846
+693
+8% +$27.2K 0.04% 199
2025
Q2 		$363K Buy
9,153
+576
+7% +$21.6K 0.05% 207
2025
Q1 		$306K Sell
8,577
-619
-7% -$22.5K 0.04% 215
2024
Q4 		$315K Buy
9,196
+1,553
+20% +$56.5K 0.04% 213
2024
Q3 		$299K Buy
7,643
+2,016
+36% +$76.4K 0.04% 209
2024
Q2 		$209K Buy
+5,627
New +$210K 0.03% 251

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AC
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RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return