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Capital Analysts LLC’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Capital Analysts LLC’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 		$88K Hold
2,042
– – ﹤0.01% 878
2026
Q1 		$82K Sell
2,042
-2,529
-55% -$107K ﹤0.01% 845
2025
Q4 		$190K Sell
4,571
-20,585
-82% -$831K 0.01% 631
2025
Q3 		$1M Sell
25,156
-28,754
-53% -$1.13M 0.03% 312
2025
Q2 		$2.14M Sell
53,910
-3,855
-7% -$144K 0.07% 204
2025
Q1 		$2.06M Sell
57,765
-911
-2% -$33.2K 0.08% 192
2024
Q4 		$2.01M Buy
58,676
+6,313
+12% +$230K 0.08% 177
2024
Q3 		$2.05M Buy
52,363
+70
+0.1% +$2.65K 0.08% 172
2024
Q2 		$1.94M Sell
52,293
-423
-0.8% -$15.8K 0.09% 176
2024
Q1 		$2.01M Buy
52,716
+2,781
+6% +$102K 0.09% 166
2023
Q4 		$1.81M Sell
49,935
-1,170
-2% -$38.9K 0.09% 172
2023
Q3 		$1.64M Buy
51,105
+6,185
+14% +$209K 0.09% 173
2023
Q2 		$1.55M Buy
44,920
+2,470
+6% +$85K 0.09% 186
2023
Q1 		$1.44M Sell
42,450
-1,240
-3% -$40.5K 0.08% 186
2022
Q4 		$1.34M Sell
43,690
-7,975
-15% -$234K 0.08% 191
2022
Q3 		$1.36M Buy
51,665
+12,425
+32% +$368K 0.09% 186
2022
Q2 		$1.16M Sell
39,240
-195
-0.5% -$6.45K 0.08% 194
2022
Q1 		$1.44M Sell
39,435
-815
-2% -$30.1K 0.09% 187
2021
Q4 		$1.61M Buy
40,250
+3,718
+10% +$145K 0.1% 181
2021
Q3 		$1.39M Buy
36,532
+2,372
+7% +$96.5K 0.09% 185
2021
Q2 		$1.36M Buy
34,160
+1,095
+3% +$43.2K 0.09% 188
2021
Q1 		$1.23M Buy
33,065
+2,465
+8% +$92.3K 0.08% 187
2020
Q4 		$1.12M Sell
30,600
-2,625
-8% -$89.9K 0.1% 160
2020
Q3 		$1.08M Buy
33,225
+2,185
+7% +$70K 0.1% 155
2020
Q2 		$936K Buy
31,040
+1,210
+4% +$34.4K 0.1% 157
2020
Q1 		$764K Buy
29,830
+2,775
+10% +$82.2K 0.09% 154
2019
Q4 		$864K Sell
27,055
-10
-0% -$303 0.09% 168
2019
Q3 		$779K Buy
27,065
+750
+3% +$21.6K 0.08% 169
2019
Q2 		$768K Hold
26,315
– – 0.08% 167
2019
Q1 		$756K Buy
26,315
+4,865
+23% +$134K 0.09% 157
2018
Q4 		$538K Buy
21,450
+19,450
+973% +$522K 0.07% 159
2018
Q3 		$59K Hold
2,000
– – 0.01% 301
2018
Q2 		$60K Buy
+2,000
New +$61.5K 0.01% 308

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Capital Analysts LLC's IQDG Position: Q2 2026 in Review

Capital Analysts LLC held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q2 2026 at 2,042 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Capital Analysts LLC first reported a position in IQDG in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.14M in Q2 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Capital Analysts LLC held 2,042 shares of WisdomTree International Quality Dividend Growth Fund worth $88K as of Q2 2026.
  • Capital Analysts LLC 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 Analysts LLC's portfolio in Q2 2026, its #878 holding.
  • Capital Analysts LLC first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2018 and has held it in 33 quarters since.
  • Capital Analysts LLC's WisdomTree International Quality Dividend Growth Fund position peaked at $2.14M in Q2 2025.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.