Empirical Asset Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Empirical Asset Management’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 Q1	–	Sell	-18,517	Closed	-$567K	–	174
2022 Q4	$567K	Sell	18,517 -1,580	-8%	-$46.4K	0.6%	54
2022 Q3	$529K	Sell	20,097 -4,233	-17%	-$125K	0.58%	62
2022 Q2	$721K	Sell	24,330 -4,957	-17%	-$164K	0.76%	39
2022 Q1	$1.07M	Buy	29,287 +4,293	+17%	+$159K	1.02%	29
2021 Q4	$997K	Buy	+24,994	New	+$977K	0.96%	28

Other funds holding IQDG

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SFI

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Empirical Asset Management's IQDG Position: Q1 2023 in Review

Empirical Asset Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2023, closing a stake of 18,517 shares — an estimated $567K sold.

Empirical Asset Management first reported a position in IQDG in Q4 2021 and held it in 5 quarters. The position peaked at $1.07M in Q1 2022. 74 funds tracked by Wall St. Rank hold IQDG as of Q1 2023.

Empirical Asset Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Empirical Asset Management sold 18,517 WisdomTree International Quality Dividend Growth Fund shares in Q1 2023, an estimated $567K.
Empirical Asset Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2021 and held it in 5 quarters.
Empirical Asset Management's WisdomTree International Quality Dividend Growth Fund position peaked at $1.07M in Q1 2022.
74 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2023.

Based on Empirical Asset Management's 13F filing for Q1 2023, filed 18 Apr 2023.