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RMR Wealth Builders’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-2,223
Closed -$82K – 412
2021
Q1 		$82K Buy
+2,223
New +$83.3K 0.02% 296

Other funds holding IQDG

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RMR Wealth Builders's IQDG Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2021, closing a stake of 2,223 shares — an estimated $82K sold.

RMR Wealth Builders first reported a position in IQDG in Q1 2021 and held it in 1 quarter. The position peaked at $82K in Q1 2021. 54 funds tracked by Wall St. Rank hold IQDG as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 2,223 WisdomTree International Quality Dividend Growth Fund shares in Q2 2021, an estimated $82K.
  • RMR Wealth Builders first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree International Quality Dividend Growth Fund position peaked at $82K in Q1 2021.
  • 54 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.