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

Kestra Private Wealth 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 Q2	–	Sell	-6,356	Closed	-$255K	–	1864
2026 Q1	$255K	Sell	6,356 -410	-6%	-$17.4K	﹤0.01%	1524
2025 Q4	$281K	Buy	6,766 +758	+13%	+$30.6K	﹤0.01%	1458
2025 Q3	$240K	Buy	6,008 +153	+3%	+$6K	﹤0.01%	1478
2025 Q2	$232K	Sell	5,855 -45	-0.8%	-$1.69K	﹤0.01%	1434
2025 Q1	$211K	Buy	+5,900	New	+$215K	﹤0.01%	1369

Other funds holding IQDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Kestra Private Wealth Services's IQDG Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2026, closing a stake of 6,356 shares — an estimated $255K sold.

Kestra Private Wealth Services first reported a position in IQDG in Q1 2025 and held it in 5 quarters. The position peaked at $281K in Q4 2025. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Kestra Private Wealth Services reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 6,356 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $255K.
Kestra Private Wealth Services first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2025 and held it in 5 quarters.
Kestra Private Wealth Services's WisdomTree International Quality Dividend Growth Fund position peaked at $281K in Q4 2025.
138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.