Merit Financial Group’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Merit Financial Group’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	$3.6M	Sell	83,672 -117,146	-58%	-$4.99M	0.02%	524
2026 Q1	$8.06M	Sell	200,818 -12,568	-6%	-$533K	0.06%	276
2025 Q4	$8.85M	Buy	+213,386	New	+$8.61M	0.07%	222

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

Merit Financial Group's IQDG Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 58% in Q2 2026, selling an estimated $4.99M and leaving 83,672 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #524.

Merit Financial Group first reported a position in IQDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.85M in Q4 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Merit Financial Group held 83,672 shares of WisdomTree International Quality Dividend Growth Fund worth $3.6M as of Q2 2026.
Merit Financial Group sold 117,146 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $4.99M.
WisdomTree International Quality Dividend Growth Fund made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #524 holding.
Merit Financial Group first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Merit Financial Group's WisdomTree International Quality Dividend Growth Fund position peaked at $8.85M in Q4 2025.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.