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

Rossby Financial’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
Q2 		$463K Sell
10,756
-3,910
-27% -$166K 0.08% 215
2026
Q1 		$601K Sell
14,666
-710
-5% -$30.1K 0.12% 156
2025
Q4 		$638K Buy
+15,376
New +$621K 0.2% 92

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
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Rossby Financial's IQDG Position: Q2 2026 in Review

Rossby Financial reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 27% in Q2 2026, selling an estimated $166K and leaving 10,756 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #215.

Rossby Financial first reported a position in IQDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $638K in Q4 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • Rossby Financial held 10,756 shares of WisdomTree International Quality Dividend Growth Fund worth $463K as of Q2 2026.
  • Rossby Financial sold 3,910 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $166K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.08% of Rossby Financial's portfolio in Q2 2026, its #215 holding.
  • Rossby Financial first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • Rossby Financial's WisdomTree International Quality Dividend Growth Fund position peaked at $638K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.