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

Cetera 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
2024
Q1 		$3.94M Buy
103,604
+87,830
+557% +$3.23M 0.03% 540
2023
Q4 		$572K Buy
15,774
+1,763
+13% +$58.6K 0.01% 1046
2023
Q3 		$449K Buy
14,011
+1,781
+15% +$60.1K 0.01% 1124
2023
Q2 		$421K Buy
12,230
+911
+8% +$31.4K 0.01% 1147
2023
Q1 		$383K Buy
11,319
+1,612
+17% +$52.7K 0.01% 1156
2022
Q4 		$297K Buy
9,707
+523
+6% +$15.4K 0.01% 1241
2022
Q3 		$242K Sell
9,184
-11,050
-55% -$327K 0.01% 1058
2022
Q2 		$599K Sell
20,234
-6,438
-24% -$213K 0.01% 768
2022
Q1 		$973K Buy
26,672
+2,101
+9% +$77.7K 0.02% 620
2021
Q4 		$980K Buy
24,571
+3,228
+15% +$126K 0.02% 610
2021
Q3 		$813K Buy
21,343
+657
+3% +$26.7K 0.02% 689
2021
Q2 		$823K Buy
20,686
+13,589
+191% +$536K 0.02% 625
2021
Q1 		$263K Buy
+7,097
New +$266K 0.01% 1020
2020
Q4 		– Sell
-6,839
Closed -$223K – 1051
2020
Q3 		$223K Sell
6,839
-28,915
-81% -$926K 0.01% 845
2020
Q2 		$1.08M Sell
35,754
-41,261
-54% -$1.17M 0.05% 348
2020
Q1 		$1.97M Sell
77,015
-5,277
-6% -$156K 0.11% 197
2019
Q4 		$2.63M Buy
82,292
+47,759
+138% +$1.45M 0.11% 183
2019
Q3 		$993K Buy
34,533
+14,051
+69% +$405K 0.04% 361
2019
Q2 		$594K Buy
+20,482
New +$592K 0.03% 512

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TC
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Advisors's IQDG Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 557% in Q1 2024, buying an estimated $3.23M and bringing the position to 103,604 shares worth $3.94M. The position accounts for 0.03% of the portfolio, ranked #540.

Cetera Advisors first reported a position in IQDG in Q2 2019 and has held it in 19 quarters since. 106 funds tracked by Wall St. Rank hold IQDG as of Q1 2024.

  • Cetera Advisors held 103,604 shares of WisdomTree International Quality Dividend Growth Fund worth $3.94M as of Q1 2024.
  • Cetera Advisors bought 87,830 WisdomTree International Quality Dividend Growth Fund shares in Q1 2024, an estimated $3.23M.
  • WisdomTree International Quality Dividend Growth Fund made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #540 holding.
  • Cetera Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2019 and has held it in 19 quarters since.
  • 106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2024.

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