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Smartleaf Asset Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Smartleaf Asset 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 		$2.88K Buy
74
+39
+111% +$1.65K ﹤0.01% 2855
2025
Q4 		$1.46K Buy
+35
New +$1.41K ﹤0.01% 3079
2025
Q2 		– Sell
-76
Closed -$2.74K – 2854
2025
Q1 		$2.74K Sell
76
-5,740
-99% -$209K ﹤0.01% 2385
2024
Q4 		$200K Buy
5,816
+371
+7% +$13.5K 0.02% 540
2024
Q3 		$214K Sell
5,445
-1,974
-27% -$74.8K 0.03% 474
2024
Q2 		$276K Buy
7,419
+177
+2% +$6.61K 0.05% 323
2024
Q1 		$276K Buy
7,242
+243
+3% +$8.92K 0.05% 298
2023
Q4 		$253K Buy
+6,999
New +$233K 0.07% 285

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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