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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
Q2 		– Sell
-40,250
Closed -$1.62M – 1362
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Independent Advisor Alliance's IQDG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2026, closing a stake of 40,250 shares — an estimated $1.62M sold.

Independent Advisor Alliance first reported a position in IQDG in Q1 2026 and held it in 1 quarter. The position peaked at $1.62M in Q1 2026. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Independent Advisor Alliance reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 40,250 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.62M.
  • Independent Advisor Alliance first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's WisdomTree International Quality Dividend Growth Fund position peaked at $1.62M in Q1 2026.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.