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Independent Advisor Alliance’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Independent Advisor Alliance’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 		$1.62M Buy
+40,250
New +$1.71M 0.02% 628

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 $377B 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 $666B 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 $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Independent Advisor Alliance's IQDG Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2026: 40,250 shares worth $1.62M. The stake represents 0.02% of the portfolio and ranks #628 among its holdings.

146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Independent Advisor Alliance held 40,250 shares of WisdomTree International Quality Dividend Growth Fund worth $1.62M as of Q1 2026.
  • WisdomTree International Quality Dividend Growth Fund was a new Independent Advisor Alliance position in Q1 2026.
  • WisdomTree International Quality Dividend Growth Fund made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #628 holding.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.