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Mission Wealth Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Mission Wealth 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
Q1 		– Sell
-10,184
Closed -$422K – 753
2025
Q4 		$422K Buy
+10,184
New +$411K 0.01% 532

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 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Mission Wealth Management's IQDG Position: Q1 2026 in Review

Mission Wealth Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2026, closing a stake of 10,184 shares — an estimated $422K sold.

Mission Wealth Management first reported a position in IQDG in Q4 2025 and held it in 1 quarter. The position peaked at $422K in Q4 2025. 147 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Mission Wealth Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Mission Wealth Management sold 10,184 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $422K.
  • Mission Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2025 and held it in 1 quarter.
  • Mission Wealth Management's WisdomTree International Quality Dividend Growth Fund position peaked at $422K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.