Creative Planning’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Creative Planning’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	$655K	Sell	15,213 -765	-5%	-$32.6K	﹤0.01%	2978
2026 Q1	$641K	Sell	15,978 -8,141	-34%	-$345K	﹤0.01%	2831
2025 Q4	$1M	Sell	24,119 -7,002	-22%	-$283K	﹤0.01%	2283
2025 Q3	$1.24M	Sell	31,121 -18	-0.1%	-$706	﹤0.01%	1919
2025 Q2	$1.23M	Buy	31,139 +23,031	+284%	+$862K	﹤0.01%	1685
2025 Q1	$289K	Buy	8,108 +185	+2%	+$6.73K	﹤0.01%	2789
2024 Q4	$271K	Sell	7,923 -1,181	-13%	-$43K	﹤0.01%	2746
2024 Q3	$356K	Buy	+9,104	New	+$345K	﹤0.01%	2385

Other funds holding IQDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Creative Planning's IQDG Position: Q2 2026 in Review

Creative Planning reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 4.8% in Q2 2026, selling an estimated $32.6K and leaving 15,213 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Creative Planning first reported a position in IQDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q3 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Creative Planning held 15,213 shares of WisdomTree International Quality Dividend Growth Fund worth $655K as of Q2 2026.
Creative Planning sold 765 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $32.6K.
WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2978 holding.
Creative Planning first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
Creative Planning's WisdomTree International Quality Dividend Growth Fund position peaked at $1.24M in Q3 2025.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.