Golden State Equity Partners’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Golden State Equity 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	–	Sell	-17,889	Closed	-$718K	–	1014
2026 Q1	$718K	Sell	17,889 -6,737	-27%	-$286K	0.05%	353
2025 Q4	$1.02M	Sell	24,626 -29,614	-55%	-$1.2M	0.16%	142
2025 Q3	$2.16M	Buy	54,240 +7	+0%	+$274	0.36%	55
2025 Q2	$2.15M	Buy	54,233 +23,446	+76%	+$878K	0.4%	53
2025 Q1	$1.1M	Sell	30,787 -41,531	-57%	-$1.51M	0.22%	124
2024 Q4	$2.47M	Sell	72,318 -162,513	-69%	-$5.91M	0.47%	46
2024 Q3	$9.2M	Buy	234,831 +126,641	+117%	+$4.8M	1.44%	11
2024 Q2	$4.01M	Buy	+108,190	New	+$4.04M	0.84%	18
2023 Q4	$4.53M	Buy	124,882 +9,602	+8%	+$319K	1.1%	16
2023 Q3	$3.69M	Buy	115,280 +109,126	+1,773%	+$3.68M	1.03%	18
2023 Q2	$211K	Buy	+6,154	New	+$212K	0.06%	341

Other funds holding IQDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 $104B AUM 28.3% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Golden State Equity Partners's IQDG Position: Q2 2026 in Review

Golden State Equity Partners sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2026, closing a stake of 17,889 shares — an estimated $718K sold.

Golden State Equity Partners first reported a position in IQDG in Q2 2023 and held it in 11 quarters. The position peaked at $9.2M in Q3 2024. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Golden State Equity Partners reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 17,889 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $718K.
Golden State Equity Partners first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2023 and held it in 11 quarters.
Golden State Equity Partners's WisdomTree International Quality Dividend Growth Fund position peaked at $9.2M in Q3 2024.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.