Next Financial Group’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Next Financial 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 Q4	$66K	Hold	1,655	–	–	﹤0.01%	1347
2021 Q3	$63K	Hold	1,655	–	–	﹤0.01%	1312
2021 Q2	$66K	Hold	1,655	–	–	0.01%	1274
2021 Q1	$61K	Hold	1,655	–	–	0.01%	1202
2020 Q4	$60K	Hold	1,655	–	–	0.01%	1142
2020 Q3	$54K	Buy	+1,655	New	+$53K	0.01%	1074
2020 Q2	–	Sell	-1,905	Closed	-$49K	–	1222
2020 Q1	$49K	Buy	+1,905	New	+$56.5K	0.01%	999

Other funds holding IQDG

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Next Financial Group's IQDG Position: Q4 2021 in Review

Next Financial Group held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q4 2021 at 1,655 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Next Financial Group first reported a position in IQDG in Q1 2020 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold IQDG as of Q4 2021.

Next Financial Group held 1,655 shares of WisdomTree International Quality Dividend Growth Fund worth $66K as of Q4 2021.
Next Financial Group left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q4 2021.
WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1347 holding.
Next Financial Group first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2020 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.