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Coulter & Justus Financial Services’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Coulter & Justus Financial Services’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
Q2 		– Sell
-11,045
Closed -$374K – 47
2023
Q1 		$374K Sell
11,045
-160,536
-94% -$5.24M 0.24% 34
2022
Q4 		$5.25M Sell
171,581
-18,643
-10% -$548K 3.57% 10
2022
Q3 		$5M Buy
+190,224
New +$5.64M 3.89% 9

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Coulter & Justus Financial Services's IQDG Position: Q2 2023 in Review

Coulter & Justus Financial Services sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2023, closing a stake of 11,045 shares — an estimated $374K sold.

Coulter & Justus Financial Services first reported a position in IQDG in Q3 2022 and held it in 3 quarters. The position peaked at $5.25M in Q4 2022. 89 funds tracked by Wall St. Rank hold IQDG as of Q2 2023.

  • Coulter & Justus Financial Services reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 11,045 WisdomTree International Quality Dividend Growth Fund shares in Q2 2023, an estimated $374K.
  • Coulter & Justus Financial Services first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2022 and held it in 3 quarters.
  • Coulter & Justus Financial Services's WisdomTree International Quality Dividend Growth Fund position peaked at $5.25M in Q4 2022.
  • 89 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2023.

Based on Coulter & Justus Financial Services's 13F filing for Q2 2023, filed 31 Jul 2023.