Corient Private Wealth
IQDG icon

Corient Private Wealth’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Corient Private Wealth’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
Q1 		$4.7M Sell
117,006
-106,500
-48% -$4.52M 0.01% 874
2025
Q4 		$4.69M Buy
223,506
+144,896
+184% +$5.85M ﹤0.01% 1073
2025
Q3 		$3.13M Buy
78,610
+2,871
+4% +$113K ﹤0.01% 880
2025
Q2 		$3M Sell
75,739
-438
-0.6% -$16.4K ﹤0.01% 874
2025
Q1 		$2.72M Buy
76,177
+1,472
+2% +$53.6K ﹤0.01% 871
2024
Q4 		$2.56M Sell
74,705
-6,231
-8% -$227K ﹤0.01% 906
2024
Q3 		$3.17M Buy
80,936
+16,920
+26% +$641K ﹤0.01% 908
2024
Q2 		$2.37M Buy
64,016
+103
+0.2% +$3.85K ﹤0.01% 957
2024
Q1 		$2.43M Sell
63,913
-558
-0.9% -$20.5K ﹤0.01% 940
2023
Q4 		$2.34M Buy
64,471
+358
+0.6% +$11.9K ﹤0.01% 933
2023
Q3 		$2.05M Buy
64,113
+2,996
+5% +$101K ﹤0.01% 908
2023
Q2 		$2.1M Buy
61,117
+3,950
+7% +$136K ﹤0.01% 878
2023
Q1 		$1.94M Buy
57,167
+49,336
+630% +$1.61M 0.01% 852
2022
Q4 		$240K Buy
+7,831
New +$230K ﹤0.01% 1423

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Corient Private Wealth's IQDG Position: Q1 2026 in Review

Corient Private Wealth reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 48% in Q1 2026, selling an estimated $4.52M and leaving 117,006 shares worth $4.7M. The position accounts for 0.01% of the portfolio, ranked #874.

Corient Private Wealth first reported a position in IQDG in Q4 2022 and has held it in 14 quarters since. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Corient Private Wealth held 117,006 shares of WisdomTree International Quality Dividend Growth Fund worth $4.7M as of Q1 2026.
  • Corient Private Wealth sold 106,500 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $4.52M.
  • WisdomTree International Quality Dividend Growth Fund made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #874 holding.
  • Corient Private Wealth first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2022 and has held it in 14 quarters since.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.