Element Wealth’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Element 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
2025 Q1	–	Sell	-2,038	Closed	-$69.7K	–	223
2024 Q4	$69.7K	Sell	2,038 -143	-7%	-$5.2K	0.04%	190
2024 Q3	$85.4K	Hold	2,181	–	–	0.05%	178
2024 Q2	$80.9K	Sell	2,181 -2,915	-57%	-$109K	0.05%	168
2024 Q1	$194K	Buy	5,096 +17	+0.3%	+$624	0.11%	141
2023 Q4	$184K	Buy	+5,079	New	+$169K	0.12%	136
2022 Q4	–	Sell	-5,508	Closed	-$145K	–	208
2022 Q3	$145K	Buy	5,508 +27	+0.5%	+$800	0.13%	110
2022 Q2	$162K	Buy	5,481 +188	+4%	+$6.21K	0.16%	106
2022 Q1	$193K	Buy	+5,293	New	+$196K	0.16%	111

Other funds holding IQDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Element Wealth's IQDG Position: Q1 2025 in Review

Element Wealth sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2025, closing a stake of 2,038 shares — an estimated $69.7K sold.

Element Wealth first reported a position in IQDG in Q1 2022 and held it in 8 quarters. The position peaked at $194K in Q1 2024. 128 funds tracked by Wall St. Rank hold IQDG as of Q1 2025.

Element Wealth reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 2,038 WisdomTree International Quality Dividend Growth Fund shares in Q1 2025, an estimated $69.7K.
Element Wealth first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2022 and held it in 8 quarters.
Element Wealth's WisdomTree International Quality Dividend Growth Fund position peaked at $194K in Q1 2024.
128 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.