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Journey Strategic Wealth’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Journey Strategic Wealth’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 		$4.64M Sell
115,693
-1,885
-2% -$80K 0.12% 52
2025
Q4 		$4.88M Sell
117,578
-38,983
-25% -$1.57M 0.13% 51
2025
Q3 		$6.24M Sell
156,561
-4,745
-3% -$186K 0.18% 42
2025
Q2 		$6.39M Sell
161,306
-29,007
-15% -$1.09M 0.21% 40
2025
Q1 		$6.79M Sell
190,313
-382,356
-67% -$13.9M 0.24% 34
2024
Q4 		$19.6M Buy
572,669
+35,224
+7% +$1.28M 0.73% 10
2024
Q3 		$21M Buy
537,445
+42,250
+9% +$1.6M 0.77% 9
2024
Q2 		$18.4M Buy
495,195
+13,852
+3% +$517K 0.78% 8
2024
Q1 		$18.3M Sell
481,343
-254,378
-35% -$9.34M 0.81% 7
2023
Q4 		$26.7M Buy
735,721
+23,849
+3% +$793K 1.26% 8
2023
Q3 		$22.8M Buy
711,872
+248,533
+54% +$8.39M 1.09% 8
2023
Q2 		$15.9M Buy
463,339
+16,276
+4% +$560K 0.72% 9
2023
Q1 		$15.1M Buy
447,063
+68,974
+18% +$2.25M 1.59% 8
2022
Q4 		$11.6M Buy
378,089
+140,076
+59% +$4.12M 1.36% 7
2022
Q3 		$6.26M Sell
238,013
-111,681
-32% -$3.31M 0.85% 11
2022
Q2 		$10.4M Buy
+349,694
New +$11.6M 1.39% 7
2022
Q1 		– Sell
-270,890
Closed -$10.8M – 207
2021
Q4 		$10.8M Buy
+270,890
New +$10.6M 1.12% 10

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

Journey Strategic Wealth's IQDG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 1.6% in Q1 2026, selling an estimated $80K and leaving 115,693 shares worth $4.64M. The position accounts for 0.12% of the portfolio, ranked #52.

Journey Strategic Wealth first reported a position in IQDG in Q4 2021 and has held it in 17 quarters since. The position peaked at $26.7M in Q4 2023. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Journey Strategic Wealth held 115,693 shares of WisdomTree International Quality Dividend Growth Fund worth $4.64M as of Q1 2026.
  • Journey Strategic Wealth sold 1,885 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $80K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.12% of Journey Strategic Wealth's portfolio in Q1 2026, its #52 holding.
  • Journey Strategic Wealth first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's WisdomTree International Quality Dividend Growth Fund position peaked at $26.7M in Q4 2023.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.