Triumph Capital Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Triumph Capital Management’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
2022 Q1	–	Sell	-6,168	Closed	-$246K	–	220
2021 Q4	$246K	Buy	6,168 +15	+0.2%	+$586	0.11%	172
2021 Q3	$234K	Buy	6,153 +72	+1%	+$2.93K	0.11%	166
2021 Q2	$248K	Buy	+6,081	New	+$240K	0.14%	142

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Triumph Capital Management's IQDG Position: Q1 2022 in Review

Triumph Capital Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q1 2022, closing a stake of 6,168 shares — an estimated $246K sold.

Triumph Capital Management first reported a position in IQDG in Q2 2021 and held it in 3 quarters. The position peaked at $248K in Q2 2021. 60 funds tracked by Wall St. Rank hold IQDG as of Q1 2022.

Triumph Capital Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
Triumph Capital Management sold 6,168 WisdomTree International Quality Dividend Growth Fund shares in Q1 2022, an estimated $246K.
Triumph Capital Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2021 and held it in 3 quarters.
Triumph Capital Management's WisdomTree International Quality Dividend Growth Fund position peaked at $248K in Q2 2021.
60 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2022.

Based on Triumph Capital Management's 13F filing for Q1 2022, filed 3 May 2022.