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

Sanctuary 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
2026
Q1 		$608K Sell
15,137
-422
-3% -$17.9K ﹤0.01% 1651
2025
Q4 		$645K Sell
15,559
-177
-1% -$7.14K ﹤0.01% 1574
2025
Q3 		$628K Sell
15,736
-186
-1% -$7.29K ﹤0.01% 1565
2025
Q2 		$631K Buy
15,922
+610
+4% +$22.8K ﹤0.01% 1482
2025
Q1 		$546K Buy
15,312
+356
+2% +$13K ﹤0.01% 1470
2024
Q4 		$547K Sell
14,956
-223
-1% -$8.12K ﹤0.01% 1632
2024
Q3 		$535K Sell
15,179
-7,912
-34% -$300K ﹤0.01% 1656
2024
Q2 		$844K Buy
+23,091
New +$863K 0.01% 1293

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AC
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Envestnet Asset Management
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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