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REAP Financial Group’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

REAP Financial Group’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 		$81.1K Sell
2,021
-304
-13% -$12.9K 0.02% 232
2025
Q4 		$96.5K Sell
2,325
-129
-5% -$5.21K 0.02% 207
2025
Q3 		$97.9K Sell
2,454
-269
-10% -$10.5K 0.02% 184
2025
Q2 		$108K Sell
2,723
-226
-8% -$8.46K 0.03% 161
2025
Q1 		$105K Sell
2,949
-1,364
-32% -$49.6K 0.03% 150
2024
Q4 		$148K Sell
4,313
-926
-18% -$33.7K 0.04% 132
2024
Q3 		$205K Sell
5,239
-260
-5% -$9.86K 0.05% 112
2024
Q2 		$204K Sell
5,499
-2,456
-31% -$91.7K 0.05% 113
2024
Q1 		$303K Sell
7,955
-3,326
-29% -$122K 0.08% 103
2023
Q4 		$409K Buy
+11,281
New +$375K 0.12% 90

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