KLR Investment Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

KLR Investment Advisors’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
2024 Q1	$1.13M	Sell	31,134 -10,660	-26%	-$391K	0.81%	24
2023 Q4	$1.52M	Buy	41,794 +2,172	+5%	+$72.2K	1.1%	20
2023 Q3	$1.34M	Sell	39,622 -27	-0.1%	-$912	1.22%	19
2023 Q2	$1.36M	Sell	39,649 -80	-0.2%	-$2.75K	1.12%	20
2023 Q1	$1.35M	Buy	39,729 +29,171	+276%	+$953K	1.18%	20
2022 Q4	$323K	Buy	+10,558	New	+$310K	0.27%	130

Other funds holding IQDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KLR Investment Advisors's IQDG Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 26% in Q1 2024, selling an estimated $391K and leaving 31,134 shares worth $1.13M. The position accounts for 0.81% of the portfolio, ranked #24.

KLR Investment Advisors first reported a position in IQDG in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2023. 106 funds tracked by Wall St. Rank hold IQDG as of Q1 2024.

KLR Investment Advisors held 31,134 shares of WisdomTree International Quality Dividend Growth Fund worth $1.13M as of Q1 2024.
KLR Investment Advisors sold 10,660 WisdomTree International Quality Dividend Growth Fund shares in Q1 2024, an estimated $391K.
WisdomTree International Quality Dividend Growth Fund made up 0.81% of KLR Investment Advisors's portfolio in Q1 2024, its #24 holding.
KLR Investment Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $1.52M in Q4 2023.
106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.