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

MBM Wealth Consultants’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
Q2 		– Sell
-1,846
Closed -$62K – 182
2023
Q1 		$62K Hold
1,846
– – 0.03% 150
2022
Q4 		$62K Buy
+1,846
New +$54.2K 0.03% 152

Other funds holding IQDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

MBM Wealth Consultants's IQDG Position: Q2 2023 in Review

MBM Wealth Consultants sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2023, closing a stake of 1,846 shares — an estimated $62K sold.

MBM Wealth Consultants first reported a position in IQDG in Q4 2022 and held it in 2 quarters. The position peaked at $62K in Q1 2023. 89 funds tracked by Wall St. Rank hold IQDG as of Q2 2023.

  • MBM Wealth Consultants reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 1,846 WisdomTree International Quality Dividend Growth Fund shares in Q2 2023, an estimated $62K.
  • MBM Wealth Consultants first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2022 and held it in 2 quarters.
  • MBM Wealth Consultants's WisdomTree International Quality Dividend Growth Fund position peaked at $62K in Q1 2023.
  • 89 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.