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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Medallion Wealth Advisors's IQDG Position: Q1 2026 in Review

Medallion Wealth Advisors held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q1 2026 at 889 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #537.

Medallion Wealth Advisors first reported a position in IQDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.9K in Q4 2025. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Medallion Wealth Advisors held 889 shares of WisdomTree International Quality Dividend Growth Fund worth $35.7K as of Q1 2026.
  • Medallion Wealth Advisors left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree International Quality Dividend Growth Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #537 holding.
  • Medallion Wealth Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $36.9K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.