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

Oregon Pacific 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
2026 Q2	$240K	Sell	5,572 -23	-0.4%	-$979	0.23%	95
2026 Q1	$225K	Buy	+5,595	New	+$237K	0.23%	94
2025 Q2	–	Sell	-5,884	Closed	-$210K	–	131
2025 Q1	$210K	Buy	+5,884	New	+$214K	0.21%	120

Other funds holding IQDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Oregon Pacific Wealth Management's IQDG Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.41% in Q2 2026, selling an estimated $979 and leaving 5,572 shares worth $240K. The position accounts for 0.23% of the portfolio, ranked #95.

Oregon Pacific Wealth Management first reported a position in IQDG in Q1 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Oregon Pacific Wealth Management held 5,572 shares of WisdomTree International Quality Dividend Growth Fund worth $240K as of Q2 2026.
Oregon Pacific Wealth Management sold 23 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $979.
WisdomTree International Quality Dividend Growth Fund made up 0.23% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #95 holding.
Oregon Pacific Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2025 and has held it in 3 quarters since.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.