LPL Financial
IQDG icon

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

LPL Financial’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 		$39.3M Buy
912,174
+24,081
+3% +$1.02M 0.01% 1140
2026
Q1 		$35.6M Sell
888,093
-142,143
-14% -$6.03M 0.01% 1083
2025
Q4 		$42.7M Buy
1,030,236
+2,075
+0.2% +$83.8K 0.01% 949
2025
Q3 		$41M Buy
1,028,161
+86,473
+9% +$3.39M 0.01% 941
2025
Q2 		$37.3M Buy
941,688
+25,388
+3% +$951K 0.01% 915
2025
Q1 		$32.7M Buy
916,300
+77,598
+9% +$2.82M 0.01% 890
2024
Q4 		$28.7M Buy
838,702
+22,219
+3% +$809K 0.01% 897
2024
Q3 		$32M Buy
816,483
+67,819
+9% +$2.57M 0.01% 812
2024
Q2 		$27.8M Sell
748,664
-105,652
-12% -$3.95M 0.01% 818
2024
Q1 		$32.5M Sell
854,316
-125,003
-13% -$4.59M 0.02% 718
2023
Q4 		$35.5M Buy
979,319
+43,135
+5% +$1.43M 0.02% 620
2023
Q3 		$30M Buy
936,184
+85,917
+10% +$2.9M 0.02% 636
2023
Q2 		$29.3M Buy
850,267
+397,551
+88% +$13.7M 0.02% 636
2023
Q1 		$15.3M Buy
452,716
+135,406
+43% +$4.42M 0.01% 879
2022
Q4 		$9.71M Buy
317,310
+19,176
+6% +$563K 0.01% 1037
2022
Q3 		$7.84M Buy
298,134
+19,173
+7% +$568K 0.01% 1088
2022
Q2 		$8.26M Buy
278,961
+19,997
+8% +$661K 0.01% 1068
2022
Q1 		$9.45M Buy
258,964
+41,694
+19% +$1.54M 0.01% 1037
2021
Q4 		$8.67M Buy
217,270
+34,285
+19% +$1.34M 0.01% 1103
2021
Q3 		$6.97M Buy
182,985
+17,468
+11% +$711K 0.01% 1174
2021
Q2 		$6.59M Buy
165,517
+120,900
+271% +$4.77M 0.01% 1157
2021
Q1 		$1.65M Buy
44,617
+9,637
+28% +$361K ﹤0.01% 1986
2020
Q4 		$1.28M Buy
34,980
+11,214
+47% +$384K ﹤0.01% 1995
2020
Q3 		$775K Buy
23,766
+3,677
+18% +$118K ﹤0.01% 2127
2020
Q2 		$606K Buy
20,089
+5,056
+34% +$144K ﹤0.01% 2218
2020
Q1 		$385K Buy
15,033
+7,767
+107% +$230K ﹤0.01% 2290
2019
Q4 		$232K Buy
7,266
+233
+3% +$7.07K ﹤0.01% 2986
2019
Q3 		$202K Sell
7,033
-2,192
-24% -$63.2K ﹤0.01% 2992
2019
Q2 		$269K Sell
9,225
-1,766
-16% -$51.1K ﹤0.01% 2796
2019
Q1 		$316K Sell
10,991
-1,646
-13% -$45.3K ﹤0.01% 2588
2018
Q4 		$317K Buy
12,637
+2,379
+23% +$63.9K ﹤0.01% 2418
2018
Q3 		$303K Buy
10,258
+709
+7% +$21.3K ﹤0.01% 2690
2018
Q2 		$285K Buy
+9,549
New +$294K ﹤0.01% 2694

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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial's IQDG Position: Q2 2026 in Review

LPL Financial increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 2.7% in Q2 2026, buying an estimated $1.02M and bringing the position to 912,174 shares worth $39.3M. The position accounts for 0.01% of the portfolio, ranked #1140.

LPL Financial first reported a position in IQDG in Q2 2018 and has held it in 33 quarters since. The position peaked at $42.7M in Q4 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • LPL Financial held 912,174 shares of WisdomTree International Quality Dividend Growth Fund worth $39.3M as of Q2 2026.
  • LPL Financial bought 24,081 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.02M.
  • WisdomTree International Quality Dividend Growth Fund made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1140 holding.
  • LPL Financial first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2018 and has held it in 33 quarters since.
  • LPL Financial's WisdomTree International Quality Dividend Growth Fund position peaked at $42.7M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.