Key Financial Inc’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
9,035
+2,171
| +32% | +$86.1K | 0.07% | 205 |
|
|
2025
Q1 | $245K | Buy |
6,864
+119
| +2% | +$4.25K | 0.05% | 231 |
|
|
2024
Q4 | $231K | Buy |
6,745
+1,809
| +37% | +$61.9K | 0.05% | 234 |
|
|
2024
Q3 | $193K | Buy |
4,936
+1,145
| +30% | +$44.8K | 0.04% | 256 |
|
|
2024
Q2 | $141K | Buy |
3,791
+310
| +9% | +$11.5K | 0.03% | 278 |
|
|
2024
Q1 | $132K | Buy |
3,481
+653
| +23% | +$24.9K | 0.03% | 271 |
|
|
2023
Q4 | $103K | Buy |
2,828
+28
| +1% | +$1.02K | 0.03% | 308 |
|
|
2023
Q3 | $89.7K | Buy |
2,800
+34
| +1% | +$1.09K | 0.03% | 316 |
|
|
2023
Q2 | $95.2K | Buy |
2,766
+154
| +6% | +$5.3K | 0.03% | 304 |
|
|
2023
Q1 | $88.5K | Buy |
2,612
+2,255
| +632% | +$76.4K | 0.03% | 313 |
|
|
2022
Q4 | $9.39K | Hold |
357
| – | – | ﹤0.01% | 640 |
|
|
2022
Q3 | $9K | Buy |
+357
| New | +$9K | ﹤0.01% | 656 |
|