Patriot Financial Group Insurance Agency’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-601	Closed	-$18K	–	1151
2022 Q2	$18K	Buy	+601	New	+$19.9K	﹤0.01%	1039
2020 Q2	–	Sell	-1,141	Closed	-$29K	–	1745
2020 Q1	$29K	Sell	1,141 -339	-23%	-$10K	0.01%	570
2019 Q4	$47K	Buy	1,480 +560	+61%	+$17K	0.02%	489
2019 Q3	$26K	Buy	920 +127	+16%	+$3.66K	0.01%	579
2019 Q2	$23K	Buy	793 +284	+56%	+$8.21K	0.01%	610
2019 Q1	$15K	Buy	509 +348	+216%	+$9.58K	0.01%	619
2018 Q4	$4K	Buy	+161	New	+$4.32K	﹤0.01%	763

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IQDG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2022, closing a stake of 601 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in IQDG in Q4 2018 and held it in 7 quarters. The position peaked at $47K in Q4 2019. 63 funds tracked by Wall St. Rank hold IQDG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 601 WisdomTree International Quality Dividend Growth Fund shares in Q3 2022, an estimated $18K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2018 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's WisdomTree International Quality Dividend Growth Fund position peaked at $47K in Q4 2019.
63 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.