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New England Investment & Retirement Group’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

New England Investment & Retirement Group’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
2021
Q3 		$11.4M Buy
+300,616
New +$12.2M 2.64% 10

Other funds holding IQDG

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

New England Investment & Retirement Group's IQDG Position: Q3 2021 in Review

New England Investment & Retirement Group opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2021: 300,616 shares worth $11.4M. The stake represents 2.64% of the portfolio and ranks #10 among its holdings.

54 funds tracked by Wall St. Rank hold IQDG as of Q3 2021.

  • New England Investment & Retirement Group held 300,616 shares of WisdomTree International Quality Dividend Growth Fund worth $11.4M as of Q3 2021.
  • WisdomTree International Quality Dividend Growth Fund was a new New England Investment & Retirement Group position in Q3 2021.
  • WisdomTree International Quality Dividend Growth Fund made up 2.64% of New England Investment & Retirement Group's portfolio in Q3 2021, its #10 holding.
  • 54 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.