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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

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

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

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

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

RWP

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

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

Oregon Pacific Wealth Management's IQDG Position: Q1 2026 in Review

Oregon Pacific Wealth Management opened a new position in WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2026: 5,595 shares worth $225K. The stake represents 0.23% of the portfolio and ranks #94 among its holdings. This is a return to the name: Oregon Pacific Wealth Management previously reported a position in IQDG as recently as Q1 2025.

Oregon Pacific Wealth Management first reported a position in IQDG in Q1 2025 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

Oregon Pacific Wealth Management held 5,595 shares of WisdomTree International Quality Dividend Growth Fund worth $225K as of Q1 2026.
WisdomTree International Quality Dividend Growth Fund was a new Oregon Pacific Wealth Management position in Q1 2026.
WisdomTree International Quality Dividend Growth Fund made up 0.23% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #94 holding.
Oregon Pacific Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2025 and has held it in 2 quarters since.
146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.