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Global Retirement Partners’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Global Retirement Partners’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 		$13K Buy
+302
New +$12.9K ﹤0.01% 3276
2025
Q4 		$8.81K Buy
212
+1
+0.5% +$40 ﹤0.01% 3210
2025
Q3 		$8.43K Sell
211
-34
-14% -$1.33K ﹤0.01% 2765
2025
Q2 		$9.72K Buy
+245
New +$9.17K ﹤0.01% 2620
2024
Q4 		$6.59K Sell
193
-15,121
-99% -$550K ﹤0.01% 2561
2024
Q3 		$600K Sell
15,314
-527
-3% -$20K 0.02% 584
2024
Q2 		$588K Sell
15,841
-306
-2% -$11.4K 0.02% 566
2024
Q1 		$615K Sell
16,147
-72
-0.4% -$2.64K 0.02% 480
2023
Q4 		$573K Sell
16,219
-488
-3% -$16.2K 0.02% 464
2023
Q3 		$527K Buy
16,707
+9,799
+142% +$331K 0.03% 423
2023
Q2 		$238K Buy
+6,908
New +$238K 0.01% 635
2021
Q4 		– Sell
-434
Closed -$17K – 1004
2021
Q3 		$17K Hold
434
– – ﹤0.01% 1257
2021
Q2 		$17K Hold
434
– – ﹤0.01% 1232
2021
Q1 		$16K Hold
434
– – ﹤0.01% 1170
2020
Q4 		$16K Hold
434
– – ﹤0.01% 1110
2020
Q3 		$14K Hold
434
– – ﹤0.01% 1043
2020
Q2 		$13K Hold
434
– – ﹤0.01% 1036
2020
Q1 		$11K Hold
434
– – ﹤0.01% 1005
2019
Q4 		$14K Hold
434
– – ﹤0.01% 1066
2019
Q3 		$12K Buy
+434
New +$12.5K ﹤0.01% 1076

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Global Retirement Partners's IQDG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2026: 302 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #3276 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IQDG as recently as Q4 2025.

Global Retirement Partners first reported a position in IQDG in Q3 2019 and has held it in 20 quarters since. The position peaked at $615K in Q1 2024. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Global Retirement Partners held 302 shares of WisdomTree International Quality Dividend Growth Fund worth $13K as of Q2 2026.
  • WisdomTree International Quality Dividend Growth Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3276 holding.
  • Global Retirement Partners first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2019 and has held it in 20 quarters since.
  • Global Retirement Partners's WisdomTree International Quality Dividend Growth Fund position peaked at $615K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.