Impact Capital Partners’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Impact Capital 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
2026 Q2	$3.39M	Buy	78,751 +4,901	+7%	+$209K	0.93%	21
2026 Q1	$2.96M	Buy	73,850 +10,699	+17%	+$454K	0.9%	25
2025 Q4	$2.62M	Buy	63,151 +753	+1%	+$30.4K	0.78%	33
2025 Q3	$2.49M	Buy	62,398 +5,162	+9%	+$202K	0.75%	35
2025 Q2	$2.27M	Buy	57,236 +826	+1%	+$30.9K	0.74%	34
2025 Q1	$2.01M	Sell	56,410 -18,002	-24%	-$655K	0.73%	39
2024 Q4	$2.55M	Buy	+74,412	New	+$2.71M	0.91%	26

Other funds holding IQDG

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

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

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return