Per Stirling Capital Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Per Stirling Capital 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	$972K	Sell	22,566 -681	-3%	-$29K	0.09%	148
2026 Q1	$933K	Buy	23,247 +140	+0.6%	+$5.94K	0.1%	140
2025 Q4	$958K	Buy	23,107 +1	+0%	+$40	0.11%	126
2025 Q3	$921K	Sell	23,106 -1,032	-4%	-$40.4K	0.11%	125
2025 Q2	$957K	Buy	24,138 +1,571	+7%	+$58.8K	0.12%	117
2025 Q1	$805K	Sell	22,567 -5,232	-19%	-$190K	0.12%	125
2024 Q4	$951K	Sell	27,799 -4,841	-15%	-$176K	0.13%	113
2024 Q3	$1.28M	Buy	32,640 +890	+3%	+$33.7K	0.18%	95
2024 Q2	$1.18M	Buy	31,750 +358	+1%	+$13.4K	0.19%	89
2024 Q1	$1.19M	Buy	31,392 +20	+0.1%	+$734	0.2%	78
2023 Q4	$1.14M	Buy	31,372 +3,444	+12%	+$114K	0.21%	77
2023 Q3	$894K	Sell	27,928 -41,564	-60%	-$1.4M	0.19%	81
2023 Q2	$2.39M	Buy	+69,492	New	+$2.39M	0.49%	49

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

Per Stirling Capital Management's IQDG Position: Q2 2026 in Review

Per Stirling Capital Management reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 2.9% in Q2 2026, selling an estimated $29K and leaving 22,566 shares worth $972K. The position accounts for 0.09% of the portfolio, ranked #148.

Per Stirling Capital Management first reported a position in IQDG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q2 2023. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Per Stirling Capital Management held 22,566 shares of WisdomTree International Quality Dividend Growth Fund worth $972K as of Q2 2026.
Per Stirling Capital Management sold 681 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $29K.
WisdomTree International Quality Dividend Growth Fund made up 0.09% of Per Stirling Capital Management's portfolio in Q2 2026, its #148 holding.
Per Stirling Capital Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
Per Stirling Capital Management's WisdomTree International Quality Dividend Growth Fund position peaked at $2.39M in Q2 2023.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.