First Heartland Consultants’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

First Heartland Consultants’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
2021 Q2	–	Sell	-7,663	Closed	-$284K	–	415
2021 Q1	$284K	Buy	+7,663	New	+$287K	0.05%	292

Other funds holding IQDG

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

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

CWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Heartland Consultants's IQDG Position: Q2 2021 in Review

First Heartland Consultants sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2021, closing a stake of 7,663 shares — an estimated $284K sold.

First Heartland Consultants first reported a position in IQDG in Q1 2021 and held it in 1 quarter. The position peaked at $284K in Q1 2021. 54 funds tracked by Wall St. Rank hold IQDG as of Q2 2021.

First Heartland Consultants reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
First Heartland Consultants sold 7,663 WisdomTree International Quality Dividend Growth Fund shares in Q2 2021, an estimated $284K.
First Heartland Consultants first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2021 and held it in 1 quarter.
First Heartland Consultants's WisdomTree International Quality Dividend Growth Fund position peaked at $284K in Q1 2021.
54 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.