Outlook Wealth Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Outlook Wealth Advisors’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
2022 Q1	–	Sell	-185,802	Closed	-$7.41M	–	205
2021 Q4	$7.41M	Buy	+185,802	New	+$7.26M	2.18%	12

Other funds holding IQDG

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Outlook Wealth Advisors's IQDG Position: Q1 2022 in Review

Outlook Wealth Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2022, closing a stake of 185,802 shares — an estimated $7.41M sold.

Outlook Wealth Advisors first reported a position in IQDG in Q4 2021 and held it in 1 quarter. The position peaked at $7.41M in Q4 2021. 60 funds tracked by Wall St. Rank hold IQDG as of Q1 2022.

Outlook Wealth Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 185,802 WisdomTree International Quality Dividend Growth Fund shares in Q1 2022, an estimated $7.41M.
Outlook Wealth Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2021 and held it in 1 quarter.
Outlook Wealth Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $7.41M in Q4 2021.
60 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2022.

Based on Outlook Wealth Advisors's 13F filing for Q1 2022, filed 13 May 2022.