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UHLMANN PRICE SECURITIES’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

UHLMANN PRICE SECURITIES’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 		$401K Buy
9,319
+131
+1% +$5.58K 0.02% 170
2026
Q1 		$369K Buy
9,188
+9
+0.1% +$382 0.02% 164
2025
Q4 		$381K Buy
9,179
+53
+0.6% +$2.14K 0.23% 110
2025
Q3 		$364K Sell
9,126
-1,463
-14% -$57.3K 0.22% 110
2025
Q2 		$420K Buy
10,589
+1,608
+18% +$60.2K 0.3% 85
2025
Q1 		$320K Buy
8,981
+37
+0.4% +$1.35K 0.24% 102
2024
Q4 		$306K Buy
8,944
+49
+0.6% +$1.78K 0.23% 107
2024
Q3 		$348K Buy
+8,895
New +$337K 0.28% 100

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
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UHLMANN PRICE SECURITIES's IQDG Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 1.4% in Q2 2026, buying an estimated $5.58K and bringing the position to 9,319 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #170.

UHLMANN PRICE SECURITIES first reported a position in IQDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $420K in Q2 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 9,319 shares of WisdomTree International Quality Dividend Growth Fund worth $401K as of Q2 2026.
  • UHLMANN PRICE SECURITIES bought 131 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.58K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.02% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #170 holding.
  • UHLMANN PRICE SECURITIES first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
  • UHLMANN PRICE SECURITIES's WisdomTree International Quality Dividend Growth Fund position peaked at $420K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.