PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$3.43K	Buy	79 +1	+1%	+$43	﹤0.01%	481
2026 Q1	$3.15K	Sell	78 -900	-92%	-$38.2K	﹤0.01%	453
2025 Q4	$40.6K	Buy	978 +1	+0.1%	+$40	0.01%	322
2025 Q3	$39K	Buy	977 +900	+1,169%	+$35.3K	0.01%	297
2025 Q2	$3.08K	Buy	77 +1	+1%	+$37	﹤0.01%	412
2025 Q1	$2.74K	Hold	76	–	–	﹤0.01%	407
2024 Q4	$2.61K	Buy	+76	New	+$2.77K	﹤0.01%	421

Other funds holding IQDG

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 $103B AUM 28.65% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IQDG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 1.3% in Q2 2026, buying an estimated $43 and bringing the position to 79 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IQDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.6K in Q4 2025. 82 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 79 shares of WisdomTree International Quality Dividend Growth Fund worth $3.43K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 WisdomTree International Quality Dividend Growth Fund share in Q2 2026, an estimated $43.
WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #481 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree International Quality Dividend Growth Fund position peaked at $40.6K in Q4 2025.
82 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.