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Kestra Advisory Services’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Kestra Advisory Services’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 		$709K Sell
17,658
-296
-2% -$12.6K ﹤0.01% 1969
2025
Q4 		$745K Buy
17,954
+5,298
+42% +$214K ﹤0.01% 1871
2025
Q3 		$505K Sell
12,656
-15,555
-55% -$610K ﹤0.01% 2062
2025
Q2 		$1.12M Buy
28,211
+14,703
+109% +$550K 0.01% 1404
2025
Q1 		$482K Sell
13,508
-15,273
-53% -$556K ﹤0.01% 1836
2024
Q4 		$985K Buy
28,781
+11,696
+68% +$426K 0.01% 1430
2024
Q3 		$669K Sell
17,085
-9,110
-35% -$345K ﹤0.01% 1573
2024
Q2 		$972K Buy
26,195
+7,164
+38% +$268K 0.01% 1339
2024
Q1 		$724K Buy
19,031
+9,105
+92% +$334K ﹤0.01% 1435
2023
Q4 		$360K Buy
9,926
+499
+5% +$16.6K ﹤0.01% 1728
2023
Q3 		$302K Buy
9,427
+173
+2% +$5.84K ﹤0.01% 1651
2023
Q2 		$318K Buy
9,254
+2,528
+38% +$87K ﹤0.01% 1574
2023
Q1 		$228K Sell
6,726
-1,896
-22% -$61.9K ﹤0.01% 1749
2022
Q4 		$264K Buy
+8,622
New +$253K ﹤0.01% 1828
2022
Q3 		– Sell
-159,327
Closed -$4.72M – 2172
2022
Q2 		$4.72M Sell
159,327
-40,359
-20% -$1.33M 0.05% 377
2022
Q1 		$7.29M Sell
199,686
-8,281
-4% -$306K 0.08% 285
2021
Q4 		$8.3M Buy
207,967
+16,546
+9% +$647K 0.08% 257
2021
Q3 		$7.29M Buy
191,421
+11,543
+6% +$470K 0.07% 297
2021
Q2 		$7.16M Buy
179,878
+26,226
+17% +$1.04M 0.08% 276
2021
Q1 		$5.7M Sell
153,652
-44,603
-22% -$1.67M 0.07% 307
2020
Q4 		$7.29M Buy
+198,255
New +$6.79M 0.08% 259

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

Kestra Advisory Services's IQDG Position: Q1 2026 in Review

Kestra Advisory Services reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 1.6% in Q1 2026, selling an estimated $12.6K and leaving 17,658 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Kestra Advisory Services first reported a position in IQDG in Q4 2020 and has held it in 21 quarters since. The position peaked at $8.3M in Q4 2021. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Kestra Advisory Services held 17,658 shares of WisdomTree International Quality Dividend Growth Fund worth $709K as of Q1 2026.
  • Kestra Advisory Services sold 296 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $12.6K.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1969 holding.
  • Kestra Advisory Services first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2020 and has held it in 21 quarters since.
  • Kestra Advisory Services's WisdomTree International Quality Dividend Growth Fund position peaked at $8.3M in Q4 2021.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.