SPC Financial Inc’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

SPC Financial Inc’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 Q3	$43.7M	Buy	1,095,888 +41,572	+4%	+$1.63M	3.41%	3
2025 Q2	$41.8M	Buy	1,054,316 +13,969	+1%	+$523K	3.5%	5
2025 Q1	$37.1M	Buy	1,040,347 +34,821	+3%	+$1.27M	3.26%	5
2024 Q4	$34.4M	Buy	1,005,526 +50,607	+5%	+$1.84M	3%	5
2024 Q3	$37.4M	Sell	954,919 -18,235	-2%	-$691K	3.29%	4
2024 Q2	$36.1M	Buy	973,154 +11,699	+1%	+$437K	3.34%	5
2024 Q1	$36.6M	Buy	961,455 +19,543	+2%	+$718K	3.44%	4
2023 Q4	$34.2M	Buy	941,912 +6,278	+0.7%	+$209K	3.48%	7
2023 Q3	$30M	Buy	935,634 +13,832	+2%	+$467K	3.36%	6
2023 Q2	$31.7M	Buy	921,802 +8,374	+0.9%	+$288K	3.43%	5
2023 Q1	$30.9M	Buy	913,428 +517	+0.1%	+$16.9K	3.53%	5
2022 Q4	$27.9M	Buy	+912,911	New	+$26.8M	3.3%	5

Other funds holding IQDG

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

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

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

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

OCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RWP

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

SPC Financial Inc's IQDG Position: Q3 2025 in Review

SPC Financial Inc increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 3.9% in Q3 2025, buying an estimated $1.63M and bringing the position to 1,095,888 shares worth $43.7M. The position accounts for 3.41% of the portfolio, ranked #3.

SPC Financial Inc first reported a position in IQDG in Q4 2022 and has held it in 12 quarters since. 137 funds tracked by Wall St. Rank hold IQDG as of Q3 2025.

SPC Financial Inc held 1,095,888 shares of WisdomTree International Quality Dividend Growth Fund worth $43.7M as of Q3 2025.
SPC Financial Inc bought 41,572 WisdomTree International Quality Dividend Growth Fund shares in Q3 2025, an estimated $1.63M.
WisdomTree International Quality Dividend Growth Fund made up 3.41% of SPC Financial Inc's portfolio in Q3 2025, its #3 holding.
SPC Financial Inc first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2022 and has held it in 12 quarters since.
137 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.