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Carroll Financial Associates’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Carroll Financial Associates’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 		$9K Buy
+250
New +$9.77K ﹤0.01% 1197

Other funds holding IQDG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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

Carroll Financial Associates's IQDG Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2021: 250 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings.

59 funds tracked by Wall St. Rank hold IQDG as of Q4 2021.

  • Carroll Financial Associates held 250 shares of WisdomTree International Quality Dividend Growth Fund worth $9K as of Q4 2021.
  • WisdomTree International Quality Dividend Growth Fund was a new Carroll Financial Associates position in Q4 2021.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1197 holding.
  • 59 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.