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
Q2 		$5.75M Buy
133,441
+16,435
+14% +$699K 0.01% 848
2026
Q1 		$4.7M Buy
117,006
+5,253
+5% +$223K 0.01% 874
2025
Q4 		$4.64M Buy
111,753
+33,143
+42% +$1.34M 0.01% 801
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 $1.55T AUM 33.47% 1-Year Est. Return
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 $104B AUM 28.3% 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

Corient Private Wealth's IQDG Position: Q2 2026 in Review

Corient Private Wealth increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 14% in Q2 2026, buying an estimated $699K and bringing the position to 133,441 shares worth $5.75M. The position accounts for 0.01% of the portfolio, ranked #848.

Corient Private Wealth first reported a position in IQDG in Q4 2022 and has held it in 15 quarters since. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Corient Private Wealth held 133,441 shares of WisdomTree International Quality Dividend Growth Fund worth $5.75M as of Q2 2026.
  • Corient Private Wealth bought 16,435 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $699K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #848 holding.
  • Corient Private Wealth first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.