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SageView Advisory Group’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

SageView Advisory 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
2024
Q1 		– Sell
-14,200
Closed -$516K – 629
2023
Q4 		$516K Buy
14,200
+850
+6% +$28.3K 0.02% 388
2023
Q3 		$427K Buy
13,350
+2,476
+23% +$83.6K 0.02% 352
2023
Q2 		$374K Buy
+10,874
New +$374K 0.02% 403

Other funds holding IQDG

Morgan Stanley
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
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
TC
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SageView Advisory Group's IQDG Position: Q1 2024 in Review

SageView Advisory Group sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2024, closing a stake of 14,200 shares — an estimated $516K sold.

SageView Advisory Group first reported a position in IQDG in Q2 2023 and held it in 3 quarters. The position peaked at $516K in Q4 2023. 106 funds tracked by Wall St. Rank hold IQDG as of Q1 2024.

  • SageView Advisory Group reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 14,200 WisdomTree International Quality Dividend Growth Fund shares in Q1 2024, an estimated $516K.
  • SageView Advisory Group first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2023 and held it in 3 quarters.
  • SageView Advisory Group's WisdomTree International Quality Dividend Growth Fund position peaked at $516K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.