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

Medallion Wealth Advisors’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	$38.3K	Hold	889	–	–	0.01%	516
2026 Q1	$35.7K	Hold	889	–	–	0.01%	537
2025 Q4	$36.9K	Buy	889 +304	+52%	+$12.3K	0.01%	518
2025 Q3	$23.3K	Hold	585	–	–	0.01%	606
2025 Q2	$23K	Sell	585 -208	-26%	-$7.79K	0.01%	596
2025 Q1	$28.3K	Hold	793	–	–	0.01%	525
2024 Q4	$27.1K	Buy	+793	New	+$28.9K	0.01%	513

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

Medallion Wealth Advisors's IQDG Position: Q2 2026 in Review

Medallion Wealth Advisors held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q2 2026 at 889 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #516.

Medallion Wealth Advisors first reported a position in IQDG in Q4 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Medallion Wealth Advisors held 889 shares of WisdomTree International Quality Dividend Growth Fund worth $38.3K as of Q2 2026.
Medallion Wealth Advisors 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 Medallion Wealth Advisors's portfolio in Q2 2026, its #516 holding.
Medallion Wealth Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.