Sharkey, Howes & Javer
IQDG icon

Sharkey, Howes & Javer’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Sharkey, Howes & Javer’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
Q3 		$482K Hold
11,323
– – 0.06% 112
2026
Q2 		$488K Sell
11,323
-658
-5% -$28K 0.06% 113
2026
Q1 		$481K Sell
11,981
-2,183
-15% -$92.6K 0.06% 112
2025
Q4 		$588K Sell
14,164
-8,403
-37% -$339K 0.07% 111
2025
Q3 		$900K Sell
22,567
-26,477
-54% -$1.04M 0.12% 88
2025
Q2 		$1.94M Sell
49,044
-6,978
-12% -$261K 0.26% 64
2025
Q1 		$2M Sell
56,022
-34,266
-38% -$1.25M 0.29% 64
2024
Q4 		$3.09M Buy
90,288
+16,657
+23% +$606K 0.43% 44
2024
Q3 		$2.88M Sell
73,631
-7,952
-10% -$301K 0.41% 47
2024
Q2 		$3.03M Buy
81,583
+26,725
+49% +$998K 0.49% 38
2024
Q1 		$2.09M Buy
54,858
+10,791
+24% +$396K 0.34% 50
2023
Q4 		$1.6M Sell
44,067
-17,321
-28% -$576K 0.28% 47
2023
Q3 		$1.97M Sell
61,388
-14,868
-19% -$502K 0.38% 46
2023
Q2 		$2.62M Buy
76,256
+59,593
+358% +$2.05M 0.5% 31
2023
Q1 		$564K Buy
+16,663
New +$544K 0.12% 68
2022
Q4 		– Sell
-14,582
Closed -$384K – 104
2022
Q3 		$384K Sell
14,582
-9,371
-39% -$278K 0.08% 84
2022
Q2 		$709K Sell
23,953
-6,103
-20% -$202K 0.17% 53
2022
Q1 		$1.1M Sell
30,056
-23,007
-43% -$851K 0.25% 46
2021
Q4 		$2.12M Sell
53,063
-36,716
-41% -$1.44M 0.48% 34
2021
Q3 		$3.42M Buy
89,779
+118
+0.1% +$4.8K 0.88% 23
2021
Q2 		$3.57M Sell
89,661
-2,474
-3% -$97.7K 0.95% 23
2021
Q1 		$3.42M Sell
92,135
-94,566
-51% -$3.54M 1.07% 20
2020
Q4 		$6.82M Buy
+186,701
New +$6.39M 2.28% 13

Other funds holding IQDG

AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Sharkey, Howes & Javer's IQDG Position: Q3 2026 in Review

Sharkey, Howes & Javer held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q3 2026 at 11,323 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #112.

Sharkey, Howes & Javer first reported a position in IQDG in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.82M in Q4 2020. 82 funds tracked by Wall St. Rank hold IQDG as of Q3 2026.

  • Sharkey, Howes & Javer held 11,323 shares of WisdomTree International Quality Dividend Growth Fund worth $482K as of Q3 2026.
  • Sharkey, Howes & Javer left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q3 2026.
  • WisdomTree International Quality Dividend Growth Fund made up 0.06% of Sharkey, Howes & Javer's portfolio in Q3 2026, its #112 holding.
  • Sharkey, Howes & Javer first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
  • Sharkey, Howes & Javer's WisdomTree International Quality Dividend Growth Fund position peaked at $6.82M in Q4 2020.
  • 82 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2026, filed 22 Oct 2026.