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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return