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Mendel Money Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Mendel Money Management’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 		$1.71M Buy
39,756
+9,622
+32% +$409K 0.63% 50
2026
Q1 		$1.21M Buy
30,134
+3,349
+13% +$142K 0.51% 64
2025
Q4 		$1.11M Buy
26,785
+3,761
+16% +$152K 0.47% 62
2025
Q3 		$918K Buy
23,024
+5,713
+33% +$224K 0.39% 74
2025
Q2 		$686K Sell
17,311
-410
-2% -$15.3K 0.3% 80
2025
Q1 		$632K Sell
17,721
-886
-5% -$32.2K 0.3% 85
2024
Q4 		$637K Sell
18,607
-550
-3% -$20K 0.28% 79
2024
Q3 		$750K Buy
19,157
+1,876
+11% +$71.1K 0.32% 76
2024
Q2 		$641K Buy
17,281
+318
+2% +$11.9K 0.3% 75
2024
Q1 		$646K Buy
16,963
+964
+6% +$35.4K 0.3% 77
2023
Q4 		$580K Buy
15,999
+2,254
+16% +$74.9K 0.28% 75
2023
Q3 		$440K Buy
13,745
+598
+5% +$20.2K 0.24% 84
2023
Q2 		$452K Sell
13,147
-1,278
-9% -$44K 0.23% 80
2023
Q1 		$489K Buy
14,425
+272
+2% +$8.89K 0.26% 73
2022
Q4 		$433K Sell
14,153
-1,634
-10% -$48K 0.25% 79
2022
Q3 		$415K Sell
15,787
-532
-3% -$15.8K 0.26% 76
2022
Q2 		$483K Sell
16,319
-1,779
-10% -$58.8K 0.29% 61
2022
Q1 		$660K Buy
18,098
+585
+3% +$21.6K 0.32% 63
2021
Q4 		$699K Buy
17,513
+4,641
+36% +$181K 0.4% 42
2021
Q3 		$490K Buy
12,872
+2,084
+19% +$84.8K 0.31% 45
2021
Q2 		$429K Buy
10,788
+2,718
+34% +$107K 0.27% 49
2021
Q1 		$299K Buy
8,070
+1,681
+26% +$63K 0.2% 57
2020
Q4 		$233K Buy
+6,389
New +$219K 0.16% 60

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mendel Money Management's IQDG Position: Q2 2026 in Review

Mendel Money Management increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 32% in Q2 2026, buying an estimated $409K and bringing the position to 39,756 shares worth $1.71M. The position accounts for 0.63% of the portfolio, ranked #50.

Mendel Money Management first reported a position in IQDG in Q4 2020 and has held it in 23 quarters since. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Mendel Money Management held 39,756 shares of WisdomTree International Quality Dividend Growth Fund worth $1.71M as of Q2 2026.
  • Mendel Money Management bought 9,622 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $409K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.63% of Mendel Money Management's portfolio in Q2 2026, its #50 holding.
  • Mendel Money Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.