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

Modera 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
2022
Q4 		– Sell
-10,700
Closed -$282K – 355
2022
Q3 		$282K Buy
+10,700
New +$317K 0.01% 254

Other funds holding IQDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Modera Wealth Management's IQDG Position: Q4 2022 in Review

Modera Wealth Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2022, closing a stake of 10,700 shares — an estimated $282K sold.

Modera Wealth Management first reported a position in IQDG in Q3 2022 and held it in 1 quarter. The position peaked at $282K in Q3 2022. 67 funds tracked by Wall St. Rank hold IQDG as of Q4 2022.

  • Modera Wealth Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
  • Modera Wealth Management sold 10,700 WisdomTree International Quality Dividend Growth Fund shares in Q4 2022, an estimated $282K.
  • Modera Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2022 and held it in 1 quarter.
  • Modera Wealth Management's WisdomTree International Quality Dividend Growth Fund position peaked at $282K in Q3 2022.
  • 67 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2022.

Based on Modera Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.