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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
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
-58,525
-45% -$2.13M 0.47% 46
2024
Q3 		$5.13M Buy
130,843
+22,653
+21% +$859K 2.7% 6
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Golden State Equity Partners's IQDG Position: Q1 2026 in Review

Golden State Equity Partners reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 27% in Q1 2026, selling an estimated $286K and leaving 17,889 shares worth $718K. The position accounts for 0.05% of the portfolio, ranked #353.

Golden State Equity Partners first reported a position in IQDG in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.13M in Q3 2024. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Golden State Equity Partners held 17,889 shares of WisdomTree International Quality Dividend Growth Fund worth $718K as of Q1 2026.
  • Golden State Equity Partners sold 6,737 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $286K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #353 holding.
  • Golden State Equity Partners first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2023 and has held it in 11 quarters since.
  • Golden State Equity Partners's WisdomTree International Quality Dividend Growth Fund position peaked at $5.13M in Q3 2024.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.