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

Resurgent Financial 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	-1,000	Closed	-$36.3K	–	335
2023 Q4	$36.3K	Hold	1,000	–	–	0.02%	393
2023 Q3	$32K	Hold	1,000	–	–	0.02%	400
2023 Q2	$34.4K	Hold	1,000	–	–	0.02%	401
2023 Q1	$33.9K	Hold	1,000	–	–	0.02%	395
2022 Q4	$30.6K	Buy	+1,000	New	+$29.4K	0.02%	528

Other funds holding IQDG

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 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Resurgent Financial Advisors's IQDG Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2024, closing a stake of 1,000 shares — an estimated $36.3K sold.

Resurgent Financial Advisors first reported a position in IQDG in Q4 2022 and held it in 5 quarters. The position peaked at $36.3K in Q4 2023. 106 funds tracked by Wall St. Rank hold IQDG as of Q1 2024.

Resurgent Financial Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 1,000 WisdomTree International Quality Dividend Growth Fund shares in Q1 2024, an estimated $36.3K.
Resurgent Financial Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $36.3K in Q4 2023.
106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.