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

NEIRG 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
Q1 		– Sell
-309,469
Closed -$12.3M – 149
2021
Q4 		$12.3M Buy
+309,469
New +$12.1M 2.37% 12

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

NEIRG Wealth Management's IQDG Position: Q1 2022 in Review

NEIRG Wealth Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2022, closing a stake of 309,469 shares — an estimated $12.3M sold.

NEIRG Wealth Management first reported a position in IQDG in Q4 2021 and held it in 1 quarter. The position peaked at $12.3M in Q4 2021. 60 funds tracked by Wall St. Rank hold IQDG as of Q1 2022.

  • NEIRG Wealth Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 309,469 WisdomTree International Quality Dividend Growth Fund shares in Q1 2022, an estimated $12.3M.
  • NEIRG Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2021 and held it in 1 quarter.
  • NEIRG Wealth Management's WisdomTree International Quality Dividend Growth Fund position peaked at $12.3M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2022.

Based on NEIRG Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.