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Compass Financial Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's IQDG Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • WisdomTree International Quality Dividend Growth Fund made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #291 holding.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.