Cetera Advisor Networks’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$9.36M	Buy	245,976 +23,526	+11%	+$864K	0.05%	394
2023 Q4	$8.07M	Buy	222,450 +29,418	+15%	+$978K	0.04%	410
2023 Q3	$6.18M	Buy	193,032 +31,192	+19%	+$1.05M	0.04%	439
2023 Q2	$5.57M	Buy	161,840 +30,227	+23%	+$1.04M	0.04%	448
2023 Q1	$4.46M	Buy	131,613 +79,683	+153%	+$2.6M	0.03%	524
2022 Q4	$1.59M	Buy	51,930 +30,918	+147%	+$909K	0.01%	927
2022 Q3	$553K	Buy	+21,012	New	+$623K	0.01%	1219
2020 Q3	–	Sell	-500	Closed	-$15K	–	2107
2020 Q2	$15K	Buy	+500	New	+$14.2K	﹤0.01%	2543

Other funds holding IQDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Advisor Networks's IQDG Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 11% in Q1 2024, buying an estimated $864K and bringing the position to 245,976 shares worth $9.36M. The position accounts for 0.05% of the portfolio, ranked #394.

Cetera Advisor Networks first reported a position in IQDG in Q2 2020 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold IQDG as of Q1 2024.

Cetera Advisor Networks held 245,976 shares of WisdomTree International Quality Dividend Growth Fund worth $9.36M as of Q1 2024.
Cetera Advisor Networks bought 23,526 WisdomTree International Quality Dividend Growth Fund shares in Q1 2024, an estimated $864K.
WisdomTree International Quality Dividend Growth Fund made up 0.05% of Cetera Advisor Networks's portfolio in Q1 2024, its #394 holding.
Cetera Advisor Networks first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2020 and has held it in 8 quarters since.
106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.