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Invenio Wealth Partners’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Invenio Wealth 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
Q1 		– Sell
-33,944
Closed -$1.41M – 94
2025
Q4 		$1.41M Sell
33,944
-11,628
-26% -$469K 0.52% 31
2025
Q3 		$1.82M Sell
45,572
-187,609
-80% -$7.35M 0.66% 29
2025
Q2 		$9.24M Sell
233,181
-18,229
-7% -$682K 3.68% 9
2025
Q1 		$8.97M Sell
251,410
-11,508
-4% -$419K 3.77% 8
2024
Q4 		$8.99M Sell
262,918
-11,310
-4% -$412K 3.77% 8
2024
Q3 		$10.7M Buy
274,228
+16,854
+7% +$639K 4.64% 7
2024
Q2 		$9.55M Buy
257,374
+17,896
+7% +$668K 4.73% 6
2024
Q1 		$9.11M Buy
239,478
+54,624
+30% +$2.01M 4.91% 5
2023
Q4 		$6.7M Buy
184,854
+22,756
+14% +$756K 4.85% 5
2023
Q3 		$5.19M Buy
162,098
+139,469
+616% +$4.71M 4.72% 6
2023
Q2 		$779K Buy
+22,629
New +$779K 0.88% 26

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Invenio Wealth Partners's IQDG Position: Q1 2026 in Review

Invenio Wealth Partners sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2026, closing a stake of 33,944 shares — an estimated $1.41M sold.

Invenio Wealth Partners first reported a position in IQDG in Q2 2023 and held it in 11 quarters. The position peaked at $10.7M in Q3 2024. 147 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Invenio Wealth Partners reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Invenio Wealth Partners sold 33,944 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.41M.
  • Invenio Wealth Partners first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2023 and held it in 11 quarters.
  • Invenio Wealth Partners's WisdomTree International Quality Dividend Growth Fund position peaked at $10.7M in Q3 2024.
  • 147 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.