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Transce3nd’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Transce3nd’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 		– Sell
-2,831
Closed -$112K – 649
2025
Q2 		$112K Sell
2,831
-224
-7% -$8.39K 0.05% 196
2025
Q1 		$109K Sell
3,055
-1,575
-34% -$57.3K 0.05% 193
2024
Q4 		$158K Buy
+4,630
New +$168K 0.05% 195

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Transce3nd's IQDG Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2025, closing a stake of 2,831 shares — an estimated $112K sold.

Transce3nd first reported a position in IQDG in Q4 2024 and held it in 3 quarters. The position peaked at $158K in Q4 2024. 138 funds tracked by Wall St. Rank hold IQDG as of Q3 2025.

  • Transce3nd reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 2,831 WisdomTree International Quality Dividend Growth Fund shares in Q3 2025, an estimated $112K.
  • Transce3nd first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and held it in 3 quarters.
  • Transce3nd's WisdomTree International Quality Dividend Growth Fund position peaked at $158K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.