CFML
IQDG icon

COMPASS FINANCIAL MANAGEMENT LLC’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$449K Buy
+10,427
New +$444K 0.05% 291

Other funds holding IQDG

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 $103B AUM 28.65% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IQDG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2026: 10,427 shares worth $449K. The stake represents 0.05% of the portfolio and ranks #291 among its holdings.

106 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 10,427 shares of WisdomTree International Quality Dividend Growth Fund worth $449K as of Q2 2026.
  • WisdomTree International Quality Dividend Growth Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • WisdomTree International Quality Dividend Growth Fund made up 0.05% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #291 holding.
  • 106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.