MA
IQDG icon

Mutual Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Mutual 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
Q2 		$218K Sell
5,059
-118
-2% -$5.02K ﹤0.01% 1303
2026
Q1 		$208K Sell
5,177
-882
-15% -$37.4K ﹤0.01% 1262
2025
Q4 		$251K Sell
6,059
-71
-1% -$2.87K 0.01% 1166
2025
Q3 		$247K Sell
6,130
-10,105
-62% -$396K 0.01% 1137
2025
Q2 		$645K Sell
16,235
-2,705
-14% -$101K 0.02% 668
2025
Q1 		$697K Sell
18,940
-5,464
-22% -$199K 0.02% 582
2024
Q4 		$851K Buy
24,404
+350
+1% +$12.7K 0.02% 533
2024
Q3 		$895K Buy
24,054
+423
+2% +$16K 0.03% 518
2024
Q2 		$877K Buy
23,631
+3,329
+16% +$124K 0.03% 521
2024
Q1 		$773K Buy
20,302
+369
+2% +$13.6K 0.02% 565
2023
Q4 		$723K Buy
19,933
+129
+0.7% +$4.29K 0.03% 546
2023
Q3 		$634K Buy
19,804
+1,263
+7% +$42.6K 0.02% 550
2023
Q2 		$638K Buy
18,541
+3,404
+22% +$117K 0.02% 563
2023
Q1 		$513K Sell
15,137
-1,430
-9% -$46.7K 0.02% 612
2022
Q4 		$507K Buy
16,567
+556
+3% +$16.3K 0.02% 586
2022
Q3 		$421K Buy
+16,011
New +$474K 0.02% 612

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

Mutual Advisors's IQDG Position: Q2 2026 in Review

Mutual Advisors reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 2.3% in Q2 2026, selling an estimated $5.02K and leaving 5,059 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Mutual Advisors first reported a position in IQDG in Q3 2022 and has held it in 16 quarters since. The position peaked at $895K in Q3 2024. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Mutual Advisors held 5,059 shares of WisdomTree International Quality Dividend Growth Fund worth $218K as of Q2 2026.
  • Mutual Advisors sold 118 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.02K.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1303 holding.
  • Mutual Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • Mutual Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $895K in Q3 2024.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.