Creative Planning
IQDG icon

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
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
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

Creative Planning's IQDG Position: Q1 2026 in Review

Creative Planning reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 34% in Q1 2026, selling an estimated $345K and leaving 15,978 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #2831.

Creative Planning first reported a position in IQDG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2025. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Creative Planning held 15,978 shares of WisdomTree International Quality Dividend Growth Fund worth $641K as of Q1 2026.
  • Creative Planning sold 8,141 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $345K.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2831 holding.
  • Creative Planning first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
  • Creative Planning's WisdomTree International Quality Dividend Growth Fund position peaked at $1.24M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.