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

Maia Wealth’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
2023 Q4	$583K	Buy	+16,066	New	+$534K	0.24%	83

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

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

SFI

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

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

Maia Wealth's IQDG Position: Q4 2023 in Review

Maia Wealth opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2023: 16,066 shares worth $583K. The stake represents 0.24% of the portfolio and ranks #83 among its holdings.

110 funds tracked by Wall St. Rank hold IQDG as of Q4 2023.

Maia Wealth held 16,066 shares of WisdomTree International Quality Dividend Growth Fund worth $583K as of Q4 2023.
WisdomTree International Quality Dividend Growth Fund was a new Maia Wealth position in Q4 2023.
WisdomTree International Quality Dividend Growth Fund made up 0.24% of Maia Wealth's portfolio in Q4 2023, its #83 holding.
110 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.