DOA
IQDG icon

D'Orazio & Associates’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

D'Orazio & Associates’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 		$462K Sell
11,516
-3,532
-23% -$150K 0.06% 127
2025
Q4 		$624K Hold
15,048
– – 0.08% 98
2025
Q3 		$600K Hold
15,048
– – 0.08% 95
2025
Q2 		$596K Sell
15,048
-2,662
-15% -$99.7K 0.08% 93
2025
Q1 		$632K Buy
17,710
+17
+0.1% +$619 0.1% 78
2024
Q4 		$605K Buy
17,693
+1,201
+7% +$43.7K 0.09% 80
2024
Q3 		$646K Buy
16,492
+6
+0% +$227 0.09% 75
2024
Q2 		$611K Hold
16,486
– – 0.09% 76
2024
Q1 		$627K Buy
16,486
+13
+0.1% +$477 0.1% 71
2023
Q4 		$597K Buy
+16,473
New +$547K 0.11% 67

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 $376B 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 $564B 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 $961M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return