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

Security Financial Services’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
2025 Q3	–	Sell	-120,315	Closed	-$4.77M	–	206
2025 Q2	$4.77M	Buy	120,315 +15,772	+15%	+$591K	0.84%	36
2025 Q1	$3.73M	Sell	104,543 -178,979	-63%	-$6.51M	0.74%	35
2024 Q4	$9.7M	Buy	283,522 +83,097	+41%	+$3.02M	1.97%	17
2024 Q3	$7.85M	Sell	200,425 -44,771	-18%	-$1.7M	1.6%	20
2024 Q2	$9.09M	Buy	245,196 +129,288	+112%	+$4.83M	1.98%	14
2024 Q1	$4.41M	Sell	115,908 -20,442	-15%	-$751K	1%	24
2023 Q4	$4.95M	Sell	136,350 -21,042	-13%	-$699K	1.21%	25
2023 Q3	$5.04M	Buy	+157,392	New	+$5.31M	1.42%	19

Other funds holding IQDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Security Financial Services's IQDG Position: Q3 2025 in Review

Security Financial Services sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2025, closing a stake of 120,315 shares — an estimated $4.77M sold.

Security Financial Services first reported a position in IQDG in Q3 2023 and held it in 8 quarters. The position peaked at $9.7M in Q4 2024. 138 funds tracked by Wall St. Rank hold IQDG as of Q3 2025.

Security Financial Services reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Security Financial Services sold 120,315 WisdomTree International Quality Dividend Growth Fund shares in Q3 2025, an estimated $4.77M.
Security Financial Services first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2023 and held it in 8 quarters.
Security Financial Services's WisdomTree International Quality Dividend Growth Fund position peaked at $9.7M in Q4 2024.
138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2025.

Based on Security Financial Services's 13F filing for Q3 2025, filed 14 Oct 2025.