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Integrated Wealth Concepts’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Integrated Wealth Concepts’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 		$58.2K Buy
+1,350
New +$57.5K ﹤0.01% 3244

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 22.96% 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

Integrated Wealth Concepts's IQDG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2026: 1,350 shares worth $58.2K. The stake represents ﹤0.01% of the portfolio and ranks #3244 among its holdings.

139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Integrated Wealth Concepts held 1,350 shares of WisdomTree International Quality Dividend Growth Fund worth $58.2K as of Q2 2026.
  • WisdomTree International Quality Dividend Growth Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3244 holding.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.