PS
IQDG icon

Principal Securities’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Principal Securities’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
Q3 		– Sell
-309
Closed -$12.3K – 3790
2025
Q2 		$12.3K Buy
309
+5
+2% +$187 ﹤0.01% 2537
2025
Q1 		$10.4K Hold
304
– – ﹤0.01% 2505
2024
Q4 		$10.4K Buy
+304
New +$11.1K ﹤0.01% 2501

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Principal Securities's IQDG Position: Q3 2025 in Review

Principal Securities sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2025, closing a stake of 309 shares — an estimated $12.3K sold.

Principal Securities first reported a position in IQDG in Q4 2024 and held it in 3 quarters. The position peaked at $12.3K in Q2 2025. 138 funds tracked by Wall St. Rank hold IQDG as of Q3 2025.

  • Principal Securities reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 309 WisdomTree International Quality Dividend Growth Fund shares in Q3 2025, an estimated $12.3K.
  • Principal Securities first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and held it in 3 quarters.
  • Principal Securities's WisdomTree International Quality Dividend Growth Fund position peaked at $12.3K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.