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SHP Wealth Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

SHP Wealth Management’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 		$683 Hold
17
– – ﹤0.01% 1563
2025
Q4 		$705 Buy
+17
New +$686 ﹤0.01% 1315

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

SHP Wealth Management's IQDG Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q1 2026 at 17 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

SHP Wealth Management first reported a position in IQDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $705 in Q4 2025. 147 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • SHP Wealth Management held 17 shares of WisdomTree International Quality Dividend Growth Fund worth $683 as of Q1 2026.
  • SHP Wealth Management left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1563 holding.
  • SHP Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's WisdomTree International Quality Dividend Growth Fund position peaked at $705 in Q4 2025.
  • 147 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.