Golden State Wealth Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Golden State Wealth Management’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	$91.4K	Buy	2,122 +77	+4%	+$3.28K	0.01%	596
2026 Q1	$82.1K	Sell	2,045 -64,608	-97%	-$2.74M	0.01%	563
2025 Q4	$2.76M	Buy	66,653 +1,527	+2%	+$61.6K	0.29%	67
2025 Q3	$2.6M	Buy	65,126 +1,516	+2%	+$59.4K	0.29%	66
2025 Q2	$2.52M	Buy	63,610 +15,938	+33%	+$597K	0.31%	63
2025 Q1	$1.7M	Sell	47,672 -25,581	-35%	-$931K	0.25%	78
2024 Q4	$2.51M	Buy	+73,253	New	+$2.67M	0.38%	58

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 Wealth Management's IQDG Position: Q2 2026 in Review

Golden State Wealth Management increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 3.8% in Q2 2026, buying an estimated $3.28K and bringing the position to 2,122 shares worth $91.4K. The position accounts for 0.01% of the portfolio, ranked #596.

Golden State Wealth Management first reported a position in IQDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q4 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Golden State Wealth Management held 2,122 shares of WisdomTree International Quality Dividend Growth Fund worth $91.4K as of Q2 2026.
Golden State Wealth Management bought 77 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.28K.
WisdomTree International Quality Dividend Growth Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #596 holding.
Golden State Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's WisdomTree International Quality Dividend Growth Fund position peaked at $2.76M in Q4 2025.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.