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Lloyd Advisory Services’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Lloyd Advisory Services’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 		– Sell
-3,760
Closed -$151K – 816
2026
Q1 		$151K Buy
+3,760
New +$159K 0.04% 173

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Envestnet Asset Management
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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

Lloyd Advisory Services's IQDG Position: Q2 2026 in Review

Lloyd Advisory Services sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2026, closing a stake of 3,760 shares — an estimated $151K sold.

Lloyd Advisory Services first reported a position in IQDG in Q1 2026 and held it in 1 quarter. The position peaked at $151K in Q1 2026. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Lloyd Advisory Services reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 3,760 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $151K.
  • Lloyd Advisory Services first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's WisdomTree International Quality Dividend Growth Fund position peaked at $151K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.