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IQDG icon

Premier Path Wealth Partners’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Premier Path Wealth Partners’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 		$5.13M Sell
127,826
-21,139
-14% -$897K 0.67% 37
2025
Q4 		$6.18M Sell
148,965
-8,941
-6% -$361K 0.8% 32
2025
Q3 		$6.3M Buy
157,906
+8,289
+6% +$325K 0.81% 31
2025
Q2 		$5.93M Buy
149,617
+1,079
+0.7% +$40.4K 0.83% 30
2025
Q1 		$5.3M Buy
148,538
+9,906
+7% +$360K 0.82% 30
2024
Q4 		$4.74M Buy
138,632
+3,115
+2% +$113K 0.72% 33
2024
Q3 		$5.31M Buy
135,517
+6,062
+5% +$230K 0.84% 29
2024
Q2 		$4.8M Buy
129,455
+7,030
+6% +$263K 0.82% 26
2024
Q1 		$4.67M Buy
122,425
+25,356
+26% +$931K 0.88% 24
2023
Q4 		$3.58M Buy
+97,069
New +$3.23M 0.79% 28

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 $376B 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 $564B 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 $961M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return