Jones Financial Companies
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Jones Financial Companies’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Jones Financial Companies’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 		$5.65K Hold
145
– – ﹤0.01% 3787
2025
Q4 		$6.01K Buy
+145
New +$5.85K ﹤0.01% 3427

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

Jones Financial Companies's IQDG Position: Q1 2026 in Review

Jones Financial Companies held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q1 2026 at 145 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3787.

Jones Financial Companies first reported a position in IQDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.01K in Q4 2025. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Jones Financial Companies held 145 shares of WisdomTree International Quality Dividend Growth Fund worth $5.65K as of Q1 2026.
  • Jones Financial Companies left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3787 holding.
  • Jones Financial Companies first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's WisdomTree International Quality Dividend Growth Fund position peaked at $6.01K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.