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

SignatureFD’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
2021 Q3	–	Sell	-882	Closed	-$35K	–	3116
2021 Q2	$35K	Hold	882	–	–	﹤0.01%	1443
2021 Q1	$33K	Hold	882	–	–	﹤0.01%	1358
2020 Q4	$32K	Hold	882	–	–	﹤0.01%	1272
2020 Q3	$29K	Hold	882	–	–	﹤0.01%	1219
2020 Q2	$27K	Sell	882 -754	-46%	-$21.5K	﹤0.01%	1204
2020 Q1	$42K	Buy	1,636 +281	+21%	+$8.33K	﹤0.01%	949
2019 Q4	$43K	Buy	1,355 +50	+4%	+$1.52K	﹤0.01%	1026
2019 Q3	$38K	Buy	1,305 +217	+20%	+$6.26K	﹤0.01%	1022
2019 Q2	$32K	Buy	+1,088	New	+$31.5K	﹤0.01%	1042
2019 Q1	–	Sell	-1,510	Closed	-$38K	–	2017
2018 Q4	$38K	Buy	+1,510	New	+$40.5K	﹤0.01%	928

Other funds holding IQDG

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SignatureFD's IQDG Position: Q3 2021 in Review

SignatureFD sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2021, closing a stake of 882 shares — an estimated $35K sold.

SignatureFD first reported a position in IQDG in Q4 2018 and held it in 10 quarters. The position peaked at $43K in Q4 2019. 54 funds tracked by Wall St. Rank hold IQDG as of Q3 2021.

SignatureFD reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
SignatureFD sold 882 WisdomTree International Quality Dividend Growth Fund shares in Q3 2021, an estimated $35K.
SignatureFD first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2018 and held it in 10 quarters.
SignatureFD's WisdomTree International Quality Dividend Growth Fund position peaked at $43K in Q4 2019.
54 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2021.

Based on SignatureFD's 13F filing for Q3 2021, filed 28 Oct 2021.