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 $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Bank of America

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

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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 $376B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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