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Foundations Investment Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Foundations Investment 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
2023
Q4 		– Sell
-9,241
Closed -$296K – 701
2023
Q3 		$296K Buy
+9,241
New +$312K 0.01% 513

Other funds holding IQDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Foundations Investment Advisors's IQDG Position: Q4 2023 in Review

Foundations Investment Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2023, closing a stake of 9,241 shares — an estimated $296K sold.

Foundations Investment Advisors first reported a position in IQDG in Q3 2023 and held it in 1 quarter. The position peaked at $296K in Q3 2023. 110 funds tracked by Wall St. Rank hold IQDG as of Q4 2023.

  • Foundations Investment Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 9,241 WisdomTree International Quality Dividend Growth Fund shares in Q4 2023, an estimated $296K.
  • Foundations Investment Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $296K in Q3 2023.
  • 110 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.