Financial Advocates Investment Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Financial Advocates Investment 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
2025 Q3	$289K	Sell	7,256 -208,365	-97%	-$8.17M	0.16%	87
2025 Q2	$8.55M	Buy	215,621 +80,995	+60%	+$3.03M	0.7%	31
2025 Q1	$4.8M	Buy	134,626 +3,152	+2%	+$115K	0.34%	65
2024 Q4	$4.5M	Buy	131,474 +3,731	+3%	+$136K	0.26%	86
2024 Q3	$5.01M	Buy	127,743 +3,692	+3%	+$140K	0.28%	82
2024 Q2	$4.6M	Buy	124,051 +6,199	+5%	+$232K	0.29%	81
2024 Q1	$4.49M	Buy	117,852 +7,987	+7%	+$293K	0.26%	91
2023 Q4	$4.01M	Sell	109,865 -66,482	-38%	-$2.21M	0.26%	89
2023 Q3	$5.67M	Buy	176,347 +12,369	+8%	+$418K	0.41%	62
2023 Q2	$5.64M	Buy	163,978 +146,895	+860%	+$5.06M	0.4%	60
2023 Q1	$579K	Buy	17,083 +5,657	+50%	+$185K	0.04%	401
2022 Q4	$350K	Buy	+11,426	New	+$336K	0.03%	522

Other funds holding IQDG

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

OCM

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Financial Advocates Investment Management's IQDG Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 97% in Q3 2025, selling an estimated $8.17M and leaving 7,256 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #87.

Financial Advocates Investment Management first reported a position in IQDG in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.55M in Q2 2025. 138 funds tracked by Wall St. Rank hold IQDG as of Q3 2025.

Financial Advocates Investment Management held 7,256 shares of WisdomTree International Quality Dividend Growth Fund worth $289K as of Q3 2025.
Financial Advocates Investment Management sold 208,365 WisdomTree International Quality Dividend Growth Fund shares in Q3 2025, an estimated $8.17M.
WisdomTree International Quality Dividend Growth Fund made up 0.16% of Financial Advocates Investment Management's portfolio in Q3 2025, its #87 holding.
Financial Advocates Investment Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2022 and has held it in 12 quarters since.
Financial Advocates Investment Management's WisdomTree International Quality Dividend Growth Fund position peaked at $8.55M in Q2 2025.
138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.