Steward Partners Investment Advisory’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Steward Partners Investment Advisory’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
2023 Q1	–	Sell	-66,079	Closed	-$2.02M	–	3367
2022 Q4	$2.02M	Buy	+66,079	New	+$1.94M	0.03%	449
2022 Q1	–	Sell	-10	Closed	–	–	3329
2021 Q4	$0	Hold	10	–	–	﹤0.01%	3252
2021 Q3	$0	Buy	+10	New	+$407	﹤0.01%	3244

Other funds holding IQDG

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

OCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HWAM

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

JSW

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

Steward Partners Investment Advisory's IQDG Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2023, closing a stake of 66,079 shares — an estimated $2.02M sold.

Steward Partners Investment Advisory first reported a position in IQDG in Q3 2021 and held it in 3 quarters. The position peaked at $2.02M in Q4 2022. 74 funds tracked by Wall St. Rank hold IQDG as of Q1 2023.

Steward Partners Investment Advisory reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 66,079 WisdomTree International Quality Dividend Growth Fund shares in Q1 2023, an estimated $2.02M.
Steward Partners Investment Advisory first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2021 and held it in 3 quarters.
Steward Partners Investment Advisory's WisdomTree International Quality Dividend Growth Fund position peaked at $2.02M in Q4 2022.
74 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.