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Gladstone Institutional Advisory’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Gladstone Institutional Advisory’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 		$443K Buy
10,284
+836
+9% +$35.6K 0.01% 630
2026
Q1 		$379K Buy
9,448
+777
+9% +$33K 0.01% 602
2025
Q4 		$360K Buy
8,671
+531
+7% +$21.4K 0.01% 585
2025
Q3 		$325K Sell
8,140
-18
-0.2% -$706 0.01% 622
2025
Q2 		$323K Buy
+8,158
New +$305K 0.01% 590

Other funds holding IQDG

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Gladstone Institutional Advisory's IQDG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 8.8% in Q2 2026, buying an estimated $35.6K and bringing the position to 10,284 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #630.

Gladstone Institutional Advisory first reported a position in IQDG in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Gladstone Institutional Advisory held 10,284 shares of WisdomTree International Quality Dividend Growth Fund worth $443K as of Q2 2026.
  • Gladstone Institutional Advisory bought 836 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $35.6K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #630 holding.
  • Gladstone Institutional Advisory first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.