IWM
IQDG icon

IHT Wealth Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

IHT Wealth 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
2026
Q1 		$399K Buy
9,944
+361
+4% +$15.3K 0.01% 908
2025
Q4 		$397K Buy
9,583
+1,344
+16% +$54.3K 0.01% 857
2025
Q3 		$329K Buy
8,239
+430
+6% +$16.9K 0.01% 893
2025
Q2 		$310K Sell
7,809
-826
-10% -$30.9K 0.01% 877
2025
Q1 		$308K Buy
8,635
+732
+9% +$26.6K 0.01% 848
2024
Q4 		$270K Buy
7,903
+2,394
+43% +$87.1K 0.01% 889
2024
Q3 		$216K Sell
5,509
-547
-9% -$20.7K 0.01% 1062
2024
Q2 		$225K Buy
+6,056
New +$226K 0.01% 903
2023
Q3 		– Sell
-6,610
Closed -$227K – 994
2023
Q2 		$227K Sell
6,610
-163
-2% -$5.61K 0.01% 829
2023
Q1 		$229K Buy
+6,773
New +$221K 0.01% 800

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return