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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	–	1006
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