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O'Shaughnessy Asset Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

O'Shaughnessy Asset 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 		$544K Buy
13,552
+100
+0.7% +$4.24K ﹤0.01% 1496
2025
Q4 		$558K Buy
13,452
+709
+6% +$28.6K ﹤0.01% 1439
2025
Q3 		$508K Buy
12,743
+5,011
+65% +$196K ﹤0.01% 1474
2025
Q2 		$306K Sell
7,732
-2,084
-21% -$78K ﹤0.01% 1617
2025
Q1 		$350K Buy
9,816
+1,477
+18% +$53.8K ﹤0.01% 1497
2024
Q4 		$285K Sell
8,339
-2,730
-25% -$99.3K ﹤0.01% 1562
2024
Q3 		$425K Sell
11,069
-272
-2% -$10.3K ﹤0.01% 1302
2024
Q2 		$421K Hold
11,341
– – ﹤0.01% 1205
2024
Q1 		$432K Buy
11,341
+1,652
+17% +$60.7K ﹤0.01% 1161
2023
Q4 		$351K Buy
9,689
+1,020
+12% +$33.9K ﹤0.01% 1149
2023
Q3 		$278K Buy
8,669
+1,450
+20% +$49K ﹤0.01% 1155
2023
Q2 		$248K Buy
7,219
+5,331
+282% +$183K ﹤0.01% 1123
2023
Q1 		$63.9K Buy
+1,888
New +$61.7K ﹤0.01% 1332

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

O'Shaughnessy Asset Management's IQDG Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.74% in Q1 2026, buying an estimated $4.24K and bringing the position to 13,552 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

O'Shaughnessy Asset Management first reported a position in IQDG in Q1 2023 and has held it in 13 quarters since. The position peaked at $558K in Q4 2025. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • O'Shaughnessy Asset Management held 13,552 shares of WisdomTree International Quality Dividend Growth Fund worth $544K as of Q1 2026.
  • O'Shaughnessy Asset Management bought 100 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $4.24K.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1496 holding.
  • O'Shaughnessy Asset Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
  • O'Shaughnessy Asset Management's WisdomTree International Quality Dividend Growth Fund position peaked at $558K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.