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

EP Wealth Advisors’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	$104K	Buy	+2,410	New	+$103K	﹤0.01%	1662

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

EP Wealth Advisors's IQDG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2026: 2,410 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings.

139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

EP Wealth Advisors held 2,410 shares of WisdomTree International Quality Dividend Growth Fund worth $104K as of Q2 2026.
WisdomTree International Quality Dividend Growth Fund was a new EP Wealth Advisors position in Q2 2026.
WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1662 holding.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.