Kondo Wealth Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Kondo Wealth 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
2026 Q2	$402K	Buy	9,338 +16	+0.2%	+$681	0.13%	52
2026 Q1	$374K	Sell	9,322 -2,595	-22%	-$110K	0.14%	51
2025 Q4	$494K	Sell	11,917 -152	-1%	-$6.14K	0.19%	45
2025 Q3	$481K	Sell	12,069 -483	-4%	-$18.9K	0.19%	44
2025 Q2	$494K	Buy	12,552 +132	+1%	+$4.94K	0.22%	38
2025 Q1	$443K	Sell	12,420 -1,168	-9%	-$42.5K	0.22%	38
2024 Q4	$465K	Buy	+13,588	New	+$494K	0.24%	38

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

Kondo Wealth Advisors's IQDG Position: Q2 2026 in Review

Kondo Wealth Advisors increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.17% in Q2 2026, buying an estimated $681 and bringing the position to 9,338 shares worth $402K. The position accounts for 0.13% of the portfolio, ranked #52.

Kondo Wealth Advisors first reported a position in IQDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $494K in Q4 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Kondo Wealth Advisors held 9,338 shares of WisdomTree International Quality Dividend Growth Fund worth $402K as of Q2 2026.
Kondo Wealth Advisors bought 16 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $681.
WisdomTree International Quality Dividend Growth Fund made up 0.13% of Kondo Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Kondo Wealth Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $494K in Q4 2025.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.