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

Concurrent Investment 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
2025
Q2 		– Sell
-30,373
Closed -$1.08M – 1436
2025
Q1 		$1.08M Buy
+30,373
New +$1.11M 0.03% 531

Other funds holding IQDG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Concurrent Investment Advisors's IQDG Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2025, closing a stake of 30,373 shares — an estimated $1.08M sold.

Concurrent Investment Advisors first reported a position in IQDG in Q1 2025 and held it in 1 quarter. The position peaked at $1.08M in Q1 2025. 135 funds tracked by Wall St. Rank hold IQDG as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 30,373 WisdomTree International Quality Dividend Growth Fund shares in Q2 2025, an estimated $1.08M.
  • Concurrent Investment Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $1.08M in Q1 2025.
  • 135 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.