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Key Financial Inc’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Key Financial Inc’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 		$464K Sell
10,782
-29
-0.3% -$1.23K 0.08% 194
2026
Q1 		$434K Sell
10,811
-26
-0.2% -$1.1K 0.08% 199
2025
Q4 		$450K Buy
10,837
+1,248
+13% +$50.4K 0.08% 184
2025
Q3 		$386K Buy
9,589
+554
+6% +$21.7K 0.07% 200
2025
Q2 		$358K Buy
9,035
+2,171
+32% +$81.3K 0.07% 205
2025
Q1 		$245K Buy
6,864
+119
+2% +$4.33K 0.05% 231
2024
Q4 		$231K Buy
6,745
+1,809
+37% +$65.8K 0.05% 234
2024
Q3 		$193K Buy
4,936
+1,145
+30% +$43.4K 0.04% 256
2024
Q2 		$141K Buy
3,791
+310
+9% +$11.6K 0.03% 278
2024
Q1 		$132K Buy
3,481
+653
+23% +$24K 0.03% 271
2023
Q4 		$103K Buy
2,828
+28
+1% +$931 0.03% 308
2023
Q3 		$89.7K Buy
2,800
+34
+1% +$1.15K 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% +$73.7K 0.03% 313
2022
Q4 		$9.39K Hold
357
– – ﹤0.01% 640
2022
Q3 		$9K Buy
+357
New +$10.6K ﹤0.01% 656

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Key Financial Inc's IQDG Position: Q2 2026 in Review

Key Financial Inc reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.27% in Q2 2026, selling an estimated $1.23K and leaving 10,782 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #194.

Key Financial Inc first reported a position in IQDG in Q3 2022 and has held it in 16 quarters since. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Key Financial Inc held 10,782 shares of WisdomTree International Quality Dividend Growth Fund worth $464K as of Q2 2026.
  • Key Financial Inc sold 29 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.23K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.08% of Key Financial Inc's portfolio in Q2 2026, its #194 holding.
  • Key Financial Inc first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.