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

Pineridge 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
2024
Q1 		– Sell
-106
Closed -$3.85K – 724
2023
Q4 		$3.85K Buy
+106
New +$3.52K ﹤0.01% 538

Other funds holding IQDG

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pineridge Advisors's IQDG Position: Q1 2024 in Review

Pineridge Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2024, closing a stake of 106 shares — an estimated $3.85K sold.

Pineridge Advisors first reported a position in IQDG in Q4 2023 and held it in 1 quarter. The position peaked at $3.85K in Q4 2023. 106 funds tracked by Wall St. Rank hold IQDG as of Q1 2024.

  • Pineridge Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
  • Pineridge Advisors sold 106 WisdomTree International Quality Dividend Growth Fund shares in Q1 2024, an estimated $3.85K.
  • Pineridge Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2023 and held it in 1 quarter.
  • Pineridge Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $3.85K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2024.

Based on Pineridge Advisors's 13F filing for Q1 2024, filed 16 May 2024.