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

Mason Investment 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	$334K	Hold	7,748	–	–	0.01%	64
2026 Q1	$311K	Hold	7,748	–	–	0.01%	60
2025 Q4	$321K	Hold	7,748	–	–	0.02%	58
2025 Q3	$309K	Hold	7,748	–	–	0.02%	64
2025 Q2	$307K	Hold	7,748	–	–	0.02%	60
2025 Q1	$276K	Hold	7,748	–	–	0.02%	63
2024 Q4	$265K	Hold	7,748	–	–	0.02%	62
2024 Q3	$303K	Hold	7,748	–	–	0.02%	56
2024 Q2	$287K	Buy	7,748 +66	+0.9%	+$2.46K	0.02%	58
2024 Q1	$292K	Sell	7,682 -11,832	-61%	-$434K	0.02%	53
2023 Q4	$708K	Buy	19,514 +7,267	+59%	+$242K	0.05%	27
2023 Q3	$392K	Buy	12,247 +11	+0.1%	+$371	0.04%	39
2023 Q2	$421K	Buy	12,236 +97	+0.8%	+$3.34K	0.04%	36
2023 Q1	$411K	Buy	12,139 +66	+0.5%	+$2.16K	0.04%	34
2022 Q4	$370K	Buy	12,073 +655	+6%	+$19.2K	0.04%	55
2022 Q3	$300K	Buy	+11,418	New	+$338K	0.03%	66
2022 Q2	–	Sell	-6,153	Closed	-$225K	–	94
2022 Q1	$225K	Buy	6,153 +561	+10%	+$20.7K	0.02%	92
2021 Q4	$223K	Buy	+5,592	New	+$219K	0.02%	98

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

Mason Investment Advisory Services's IQDG Position: Q2 2026 in Review

Mason Investment Advisory Services held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q2 2026 at 7,748 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #64.

Mason Investment Advisory Services first reported a position in IQDG in Q4 2021 and has held it in 18 quarters since. The position peaked at $708K in Q4 2023. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Mason Investment Advisory Services held 7,748 shares of WisdomTree International Quality Dividend Growth Fund worth $334K as of Q2 2026.
Mason Investment Advisory Services left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Quality Dividend Growth Fund made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #64 holding.
Mason Investment Advisory Services first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2021 and has held it in 18 quarters since.
Mason Investment Advisory Services's WisdomTree International Quality Dividend Growth Fund position peaked at $708K in Q4 2023.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

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