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

My Legacy 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
2025 Q2	$220K	Sell	5,527 -6,375	-54%	-$239K	0.08%	201
2025 Q1	$425K	Sell	11,902 -166	-1%	-$6.04K	0.16%	148
2024 Q4	$418K	Buy	12,068 +540	+5%	+$19.7K	0.16%	143
2024 Q3	$451K	Sell	11,528 -18,642	-62%	-$707K	0.18%	138
2024 Q2	$1.12M	Sell	30,170 -2,959	-9%	-$111K	0.36%	75
2024 Q1	$1.26M	Sell	33,129 -4,629	-12%	-$170K	0.42%	59
2023 Q4	$1.35M	Sell	37,758 -11,943	-24%	-$397K	0.49%	52
2023 Q3	$1.55M	Buy	49,701 +6,255	+14%	+$211K	0.63%	38
2023 Q2	$1.53M	Buy	43,446 +1,954	+5%	+$67.3K	0.6%	41
2023 Q1	$1.41M	Buy	41,492 +27,025	+187%	+$883K	0.61%	47
2022 Q4	$484K	Sell	14,467 -2,639	-15%	-$77.5K	0.21%	155
2022 Q3	$448K	Buy	17,106 +4,851	+40%	+$144K	0.23%	154
2022 Q2	$354K	Buy	+12,255	New	+$405K	0.18%	163

Other funds holding IQDG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

My Legacy Advisors's IQDG Position: Q2 2025 in Review

My Legacy Advisors reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 54% in Q2 2025, selling an estimated $239K and leaving 5,527 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #201.

My Legacy Advisors first reported a position in IQDG in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.55M in Q3 2023. 135 funds tracked by Wall St. Rank hold IQDG as of Q2 2025.

My Legacy Advisors held 5,527 shares of WisdomTree International Quality Dividend Growth Fund worth $220K as of Q2 2025.
My Legacy Advisors sold 6,375 WisdomTree International Quality Dividend Growth Fund shares in Q2 2025, an estimated $239K.
WisdomTree International Quality Dividend Growth Fund made up 0.08% of My Legacy Advisors's portfolio in Q2 2025, its #201 holding.
My Legacy Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2022 and has held it in 13 quarters since.
My Legacy Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $1.55M in Q3 2023.
135 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.