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Concourse Financial Group Securities’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Concourse Financial Group Securities’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
2023
Q3 		– Sell
-60
Closed -$2.03K – 2366
2023
Q2 		$2.06K Sell
60
-1,909
-97% -$65.7K ﹤0.01% 2015
2023
Q1 		$66.7K Buy
1,969
+1,909
+3,182% +$62.4K 0.01% 988
2022
Q4 		$1.84K Sell
60
-182
-75% -$5.35K ﹤0.01% 2049
2022
Q3 		$6K Hold
242
– – ﹤0.01% 1606
2022
Q2 		$7K Sell
242
-938
-79% -$31K ﹤0.01% 1764
2022
Q1 		$43K Buy
1,180
+1,120
+1,867% +$41.4K ﹤0.01% 1194
2021
Q4 		$2K Sell
60
-17
-22% -$665 ﹤0.01% 2200
2021
Q3 		$3K Hold
77
– – ﹤0.01% 2182
2021
Q2 		$3K Hold
77
– – ﹤0.01% 2136
2021
Q1 		$3K Buy
77
+26
+51% +$974 ﹤0.01% 2066
2020
Q4 		$2K Sell
51
-3,194
-98% -$109K ﹤0.01% 2095
2020
Q3 		$106K Sell
3,245
-5
-0.2% -$160 0.01% 762
2020
Q2 		$98K Buy
+3,250
New +$92.5K 0.01% 736

Other funds holding IQDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Concourse Financial Group Securities's IQDG Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2023, closing a stake of 60 shares — an estimated $2.03K sold.

Concourse Financial Group Securities first reported a position in IQDG in Q2 2020 and held it in 13 quarters. The position peaked at $106K in Q3 2020. 93 funds tracked by Wall St. Rank hold IQDG as of Q3 2023.

  • Concourse Financial Group Securities reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 60 WisdomTree International Quality Dividend Growth Fund shares in Q3 2023, an estimated $2.03K.
  • Concourse Financial Group Securities first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2020 and held it in 13 quarters.
  • Concourse Financial Group Securities's WisdomTree International Quality Dividend Growth Fund position peaked at $106K in Q3 2020.
  • 93 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.