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

Sovran Advisors’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 Q4	–	Sell	-5,121	Closed	-$205K	–	570
2025 Q3	$205K	Sell	5,121 -1,944	-28%	-$76.2K	0.02%	509
2025 Q2	$279K	Sell	7,065 -4,651	-40%	-$174K	0.03%	413
2025 Q1	$413K	Sell	11,716 -3,499	-23%	-$127K	0.05%	325
2024 Q4	$520K	Buy	+15,215	New	+$554K	0.07%	249

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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 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

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

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

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

Sovran Advisors's IQDG Position: Q4 2025 in Review

Sovran Advisors sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2025, closing a stake of 5,121 shares — an estimated $205K sold.

Sovran Advisors first reported a position in IQDG in Q4 2024 and held it in 4 quarters. The position peaked at $520K in Q4 2024. 139 funds tracked by Wall St. Rank hold IQDG as of Q4 2025.

Sovran Advisors reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Sovran Advisors sold 5,121 WisdomTree International Quality Dividend Growth Fund shares in Q4 2025, an estimated $205K.
Sovran Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and held it in 4 quarters.
Sovran Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $520K in Q4 2024.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2025.

Based on Sovran Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.