TFGT
IQDG icon

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
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
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