Stifel Financial
IQDG icon

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

Stifel Financial’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
2026
Q1 		$1.71M Buy
42,640
+772
+2% +$32.7K ﹤0.01% 2083
2025
Q4 		$1.74M Buy
41,868
+1,298
+3% +$52.4K ﹤0.01% 2031
2025
Q3 		$1.62M Buy
40,570
+3,459
+9% +$136K ﹤0.01% 2058
2025
Q2 		$1.47M Buy
+37,111
New +$1.39M ﹤0.01% 2063
2024
Q2 		– Sell
-590,342
Closed -$22.5M – 3414
2024
Q1 		$22.5M Buy
+590,342
New +$21.7M 0.03% 506

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return