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Priebe Wealth Holdings’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Priebe Wealth Holdings’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
2025
Q2 		$1.44M Sell
36,300
-6,250
-15% -$234K 1.25% 19
2025
Q1 		$1.52M Buy
42,550
+4,700
+12% +$171K 0.95% 17
2024
Q4 		$1.29M Buy
37,850
+13,900
+58% +$506K 0.88% 20
2024
Q3 		$938K Buy
23,950
+13,050
+120% +$495K 0.68% 22
2024
Q2 		$404K Buy
10,900
+2,050
+23% +$76.6K 0.32% 34
2024
Q1 		$337K Buy
8,850
+2,900
+49% +$106K 0.26% 36
2023
Q4 		$216K Buy
+5,950
New +$198K 0.18% 57

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Priebe Wealth Holdings's IQDG Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 15% in Q2 2025, selling an estimated $234K and leaving 36,300 shares worth $1.44M. The position accounts for 1.25% of the portfolio, ranked #19.

Priebe Wealth Holdings first reported a position in IQDG in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.52M in Q1 2025. 135 funds tracked by Wall St. Rank hold IQDG as of Q2 2025.

  • Priebe Wealth Holdings held 36,300 shares of WisdomTree International Quality Dividend Growth Fund worth $1.44M as of Q2 2025.
  • Priebe Wealth Holdings sold 6,250 WisdomTree International Quality Dividend Growth Fund shares in Q2 2025, an estimated $234K.
  • WisdomTree International Quality Dividend Growth Fund made up 1.25% of Priebe Wealth Holdings's portfolio in Q2 2025, its #19 holding.
  • Priebe Wealth Holdings first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's WisdomTree International Quality Dividend Growth Fund position peaked at $1.52M in Q1 2025.
  • 135 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.