Hunter Associates Investment Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Hunter Associates Investment 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
2024 Q4	–	Sell	-6,100	Closed	-$240K	–	262
2024 Q3	$240K	Sell	6,100 -1,800	-23%	-$68.2K	0.04%	231
2024 Q2	$294K	Hold	7,900	–	–	0.05%	212
2024 Q1	$300K	Sell	7,900 -5,750	-42%	-$211K	0.05%	215
2023 Q4	$498K	Sell	13,650 -1,000	-7%	-$33.2K	0.09%	176
2023 Q3	$470K	Sell	14,650 -400	-3%	-$13.5K	0.1%	171
2023 Q2	$518K	Hold	15,050	–	–	0.1%	166
2023 Q1	$514K	Buy	+15,050	New	+$492K	0.11%	147

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

HWAM

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JSW

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

Hunter Associates Investment Management's IQDG Position: Q4 2024 in Review

Hunter Associates Investment Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2024, closing a stake of 6,100 shares — an estimated $240K sold.

Hunter Associates Investment Management first reported a position in IQDG in Q1 2023 and held it in 7 quarters. The position peaked at $518K in Q2 2023. 131 funds tracked by Wall St. Rank hold IQDG as of Q4 2024.

Hunter Associates Investment Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Hunter Associates Investment Management sold 6,100 WisdomTree International Quality Dividend Growth Fund shares in Q4 2024, an estimated $240K.
Hunter Associates Investment Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2023 and held it in 7 quarters.
Hunter Associates Investment Management's WisdomTree International Quality Dividend Growth Fund position peaked at $518K in Q2 2023.
131 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2024.

Based on Hunter Associates Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.