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Great Valley Advisor Group’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Great Valley Advisor Group’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
2024
Q2 		– Sell
-5,862
Closed -$223K – 795
2024
Q1 		$223K Buy
5,862
+312
+6% +$11.5K 0.01% 679
2023
Q4 		$201K Buy
+5,550
New +$184K 0.01% 673

Other funds holding IQDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Great Valley Advisor Group's IQDG Position: Q2 2024 in Review

Great Valley Advisor Group sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2024, closing a stake of 5,862 shares — an estimated $223K sold.

Great Valley Advisor Group first reported a position in IQDG in Q4 2023 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 106 funds tracked by Wall St. Rank hold IQDG as of Q2 2024.

  • Great Valley Advisor Group reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 5,862 WisdomTree International Quality Dividend Growth Fund shares in Q2 2024, an estimated $223K.
  • Great Valley Advisor Group first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2023 and held it in 2 quarters.
  • Great Valley Advisor Group's WisdomTree International Quality Dividend Growth Fund position peaked at $223K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2024.

Based on Great Valley Advisor Group's 13F filing for Q2 2024, filed 16 Jul 2024.