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Herold Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Herold Advisors’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
2022
Q2 		– Sell
-3,125
Closed -$114K – 410
2022
Q1 		$114K Buy
+3,125
New +$116K 0.04% 257
2021
Q4 		– Sell
-3,125
Closed -$119K – 398
2021
Q3 		$119K Buy
+3,125
New +$127K 0.05% 254

Other funds holding IQDG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Herold Advisors's IQDG Position: Q2 2022 in Review

Herold Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2022, closing a stake of 3,125 shares — an estimated $114K sold.

Herold Advisors first reported a position in IQDG in Q3 2021 and held it in 2 quarters. The position peaked at $119K in Q3 2021. 53 funds tracked by Wall St. Rank hold IQDG as of Q2 2022.

  • Herold Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 3,125 WisdomTree International Quality Dividend Growth Fund shares in Q2 2022, an estimated $114K.
  • Herold Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $119K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.