TS Financial Group (TSFG)’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

TS Financial Group (TSFG)’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 Q2	$6.38M	Buy	148,096 +133,757	+933%	+$5.69M	0.8%	33
2026 Q1	$576K	Sell	14,339 -52	-0.4%	-$2.21K	0.09%	109
2025 Q4	$597K	Sell	14,391 -83,080	-85%	-$3.35M	0.09%	101
2025 Q3	$3.89M	Buy	97,471 +3,496	+4%	+$137K	0.62%	41
2025 Q2	$3.73M	Sell	93,975 -9,190	-9%	-$344K	0.67%	41
2025 Q1	$3.68M	Sell	103,165 -64,866	-39%	-$2.36M	0.75%	32
2024 Q4	$5.75M	Buy	168,031 +4,879	+3%	+$178K	1.18%	25
2024 Q3	$6.39M	Buy	163,152 +4,854	+3%	+$184K	1.39%	22
2024 Q2	$5.87M	Buy	158,298 +76,077	+93%	+$2.84M	1.37%	23
2024 Q1	$3.13M	Buy	82,221 +77,657	+1,702%	+$2.85M	0.79%	31
2023 Q4	$166K	Buy	+4,564	New	+$152K	0.05%	157

Other funds holding IQDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

TS Financial Group (TSFG)'s IQDG Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 933% in Q2 2026, buying an estimated $5.69M and bringing the position to 148,096 shares worth $6.38M. The position accounts for 0.8% of the portfolio, ranked #33.

TS Financial Group (TSFG) first reported a position in IQDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.39M in Q3 2024. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

TS Financial Group (TSFG) held 148,096 shares of WisdomTree International Quality Dividend Growth Fund worth $6.38M as of Q2 2026.
TS Financial Group (TSFG) bought 133,757 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.69M.
WisdomTree International Quality Dividend Growth Fund made up 0.8% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #33 holding.
TS Financial Group (TSFG) first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
TS Financial Group (TSFG)'s WisdomTree International Quality Dividend Growth Fund position peaked at $6.39M in Q3 2024.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.