Sowell Financial Services’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Sowell Financial Services’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
2024 Q4	–	Sell	-11,984	Closed	-$469K	–	555
2024 Q3	$469K	Buy	11,984 +27	+0.2%	+$1.02K	0.02%	450
2024 Q2	$443K	Sell	11,957 -163	-1%	-$6.09K	0.02%	448
2024 Q1	$461K	Sell	12,120 -1,341	-10%	-$49.2K	0.02%	461
2023 Q4	$488K	Sell	13,461 -564	-4%	-$18.7K	0.03%	433
2023 Q3	$449K	Sell	14,025 -322	-2%	-$10.9K	0.03%	415
2023 Q2	$494K	Buy	+14,347	New	+$494K	0.03%	455
2023 Q1	–	Sell	-15,339	Closed	-$470K	–	801
2022 Q4	$470K	Buy	+15,339	New	+$451K	0.03%	436

Other funds holding IQDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Sowell Financial Services's IQDG Position: Q4 2024 in Review

Sowell Financial Services sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2024, closing a stake of 11,984 shares — an estimated $469K sold.

Sowell Financial Services first reported a position in IQDG in Q4 2022 and held it in 7 quarters. The position peaked at $494K in Q2 2023. 132 funds tracked by Wall St. Rank hold IQDG as of Q4 2024.

Sowell Financial Services reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 11,984 WisdomTree International Quality Dividend Growth Fund shares in Q4 2024, an estimated $469K.
Sowell Financial Services first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2022 and held it in 7 quarters.
Sowell Financial Services's WisdomTree International Quality Dividend Growth Fund position peaked at $494K in Q2 2023.
132 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.