IAG Wealth Partners’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

IAG Wealth Partners’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	-1,540	Closed	-$49.3K	–	448
2023 Q3	$49.3K	Buy	1,540 +130	+9%	+$4.39K	0.01%	153
2023 Q2	$48.5K	Sell	1,410 -480	-25%	-$16.5K	0.01%	162
2023 Q1	$64K	Hold	1,890	–	–	0.02%	126
2022 Q4	$57.9K	Buy	+1,890	New	+$55.5K	0.02%	129
2022 Q3	–	Sell	-1,795	Closed	-$53K	–	458
2022 Q2	$53K	Sell	1,795 -201	-10%	-$6.64K	0.02%	124
2022 Q1	$73K	Buy	+1,996	New	+$73.8K	0.02%	111

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

IAG Wealth Partners's IQDG Position: Q4 2023 in Review

IAG Wealth Partners sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2023, closing a stake of 1,540 shares — an estimated $49.3K sold.

IAG Wealth Partners first reported a position in IQDG in Q1 2022 and held it in 6 quarters. The position peaked at $73K in Q1 2022. 110 funds tracked by Wall St. Rank hold IQDG as of Q4 2023.

IAG Wealth Partners reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 1,540 WisdomTree International Quality Dividend Growth Fund shares in Q4 2023, an estimated $49.3K.
IAG Wealth Partners first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2022 and held it in 6 quarters.
IAG Wealth Partners's WisdomTree International Quality Dividend Growth Fund position peaked at $73K in Q1 2022.
110 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.