Capital Advisors Ltd’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Capital Advisors Ltd’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	$28K	Hold	658	–	–	﹤0.01%	618
2026 Q1	$26K	Sell	658 -1,942	-75%	-$82.4K	﹤0.01%	615
2025 Q4	$129K	Buy	2,600 +1,942	+295%	+$78.4K	0.01%	336
2025 Q3	$26K	Hold	658	–	–	﹤0.01%	599
2025 Q2	$26K	Hold	658	–	–	﹤0.01%	583
2025 Q1	$23K	Hold	658	–	–	﹤0.01%	590
2024 Q4	$23K	Hold	658	–	–	﹤0.01%	598
2024 Q3	$26K	Sell	658 -268	-29%	-$10.2K	﹤0.01%	570
2024 Q2	$34K	Hold	926	–	–	﹤0.01%	509
2024 Q1	$35K	Hold	926	–	–	﹤0.01%	494
2023 Q4	$34K	Hold	926	–	–	﹤0.01%	479
2023 Q3	$30K	Hold	926	–	–	﹤0.01%	487
2023 Q2	$32K	Hold	926	–	–	﹤0.01%	489
2023 Q1	$31K	Hold	926	–	–	0.01%	421
2022 Q4	$28K	Hold	926	–	–	﹤0.01%	431
2022 Q3	$24K	Hold	926	–	–	﹤0.01%	431
2022 Q2	$27K	Hold	926	–	–	0.01%	409
2022 Q1	$34K	Hold	926	–	–	0.01%	399
2021 Q4	$37K	Buy	+926	New	+$36.2K	0.01%	382
2021 Q3	–	Sell	-926	Closed	-$37K	–	505
2021 Q2	$37K	Hold	926	–	–	0.01%	334
2021 Q1	$34K	Hold	926	–	–	0.01%	320
2020 Q4	$34K	Hold	926	–	–	0.01%	307
2020 Q3	$30K	Hold	926	–	–	0.01%	308
2020 Q2	$28K	Hold	926	–	–	0.01%	304
2020 Q1	$24K	Buy	+926	New	+$27.4K	0.01%	303

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

Capital Advisors Ltd's IQDG Position: Q2 2026 in Review

Capital Advisors Ltd held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q2 2026 at 658 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Capital Advisors Ltd first reported a position in IQDG in Q1 2020 and has held it in 25 quarters since. The position peaked at $129K in Q4 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Capital Advisors Ltd held 658 shares of WisdomTree International Quality Dividend Growth Fund worth $28K as of Q2 2026.
Capital Advisors Ltd 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 Capital Advisors Ltd's portfolio in Q2 2026, its #618 holding.
Capital Advisors Ltd first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2020 and has held it in 25 quarters since.
Capital Advisors Ltd's WisdomTree International Quality Dividend Growth Fund position peaked at $129K in Q4 2025.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.