Financial Advocates Investment Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.55M | Buy |
215,621
+80,995
| +60% | +$3.21M | 0.7% | 31 |
|
2025
Q1 | $4.8M | Buy |
134,626
+3,152
| +2% | +$112K | 0.34% | 65 |
|
2024
Q4 | $4.5M | Buy |
131,474
+3,731
| +3% | +$128K | 0.26% | 86 |
|
2024
Q3 | $5.01M | Buy |
127,743
+3,692
| +3% | +$145K | 0.28% | 82 |
|
2024
Q2 | $4.6M | Buy |
124,051
+6,199
| +5% | +$230K | 0.29% | 81 |
|
2024
Q1 | $4.49M | Buy |
117,852
+7,987
| +7% | +$304K | 0.26% | 91 |
|
2023
Q4 | $4.01M | Sell |
109,865
-66,482
| -38% | -$2.43M | 0.26% | 89 |
|
2023
Q3 | $5.67M | Buy |
176,347
+12,369
| +8% | +$398K | 0.41% | 61 |
|
2023
Q2 | $5.64M | Buy |
163,978
+146,895
| +860% | +$5.05M | 0.4% | 59 |
|
2023
Q1 | $579K | Buy |
17,083
+5,657
| +50% | +$192K | 0.04% | 394 |
|
2022
Q4 | $350K | Buy |
+11,426
| New | +$350K | 0.03% | 517 |
|