Guardian Wealth Advisors (North Carolina)’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2023 Q4	–	Sell	-1,475	Closed	-$47.2K	–	451
2023 Q3	$47.2K	Hold	1,475	–	–	0.01%	297
2023 Q2	$50.8K	Hold	1,475	–	–	0.01%	282
2023 Q1	$50K	Hold	1,475	–	–	0.01%	268
2022 Q4	$45.1K	Hold	1,475	–	–	0.01%	258
2022 Q3	$39K	Hold	1,475	–	–	0.01%	244
2022 Q2	$44K	Buy	+1,475	New	+$48.8K	0.01%	237

Other funds holding IQDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IQDG Position: Q4 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2023, closing a stake of 1,475 shares — an estimated $47.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IQDG in Q2 2022 and held it in 6 quarters. The position peaked at $50.8K in Q2 2023. 110 funds tracked by Wall St. Rank hold IQDG as of Q4 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,475 WisdomTree International Quality Dividend Growth Fund shares in Q4 2023, an estimated $47.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2022 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s WisdomTree International Quality Dividend Growth Fund position peaked at $50.8K in Q2 2023.
110 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 14 Feb 2024.