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

Truist 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
2022 Q2	–	Sell	-6,216	Closed	-$227K	–	2703
2022 Q1	$227K	Sell	6,216 -172	-3%	-$6.36K	﹤0.01%	2474
2021 Q4	$255K	Hold	6,388	–	–	﹤0.01%	2469
2021 Q3	$243K	Sell	6,388 -135	-2%	-$5.49K	﹤0.01%	2467
2021 Q2	$260K	Sell	6,523 -849	-12%	-$33.5K	﹤0.01%	2454
2021 Q1	$273K	Hold	7,372	–	–	﹤0.01%	2345
2020 Q4	$269K	Sell	7,372 -872	-11%	-$29.9K	﹤0.01%	2226
2020 Q3	$269K	Sell	8,244 -2,272	-22%	-$72.8K	﹤0.01%	2093
2020 Q2	$317K	Sell	10,516 -314	-3%	-$8.93K	﹤0.01%	1911
2020 Q1	$277K	Sell	10,830 -158,439	-94%	-$4.7M	﹤0.01%	1915
2019 Q4	$5.41M	Buy	+169,269	New	+$5.14M	0.01%	728

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

CWM

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

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 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

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

RJA

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

Truist Financial's IQDG Position: Q2 2022 in Review

Truist Financial sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q2 2022, closing a stake of 6,216 shares — an estimated $227K sold.

Truist Financial first reported a position in IQDG in Q4 2019 and held it in 10 quarters. The position peaked at $5.41M in Q4 2019. 53 funds tracked by Wall St. Rank hold IQDG as of Q2 2022.

Truist Financial reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 6,216 WisdomTree International Quality Dividend Growth Fund shares in Q2 2022, an estimated $227K.
Truist Financial first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2019 and held it in 10 quarters.
Truist Financial's WisdomTree International Quality Dividend Growth Fund position peaked at $5.41M in Q4 2019.
53 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.