United Advisor Group’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

United Advisor Group’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	$255K	Buy	5,922 +25	+0.4%	+$1.06K	0.03%	459
2026 Q1	$237K	Buy	5,897 +2	+0%	+$85	0.03%	450
2025 Q4	$245K	Buy	5,895 +11	+0.2%	+$444	0.03%	427
2025 Q3	$235K	Sell	5,884 -396	-6%	-$15.5K	0.03%	418
2025 Q2	$249K	Buy	6,280 +297	+5%	+$11.1K	0.04%	345
2025 Q1	$213K	Sell	5,983 -233	-4%	-$8.48K	0.04%	332
2024 Q4	$213K	Sell	6,216 -298	-5%	-$10.8K	0.04%	347
2024 Q3	$255K	Sell	6,514 -396	-6%	-$15K	0.06%	296
2024 Q2	$256K	Buy	+6,910	New	+$258K	0.08%	225

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

United Advisor Group's IQDG Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.42% in Q2 2026, buying an estimated $1.06K and bringing the position to 5,922 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #459.

United Advisor Group first reported a position in IQDG in Q2 2024 and has held it in 9 quarters since. The position peaked at $256K in Q2 2024. 138 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

United Advisor Group held 5,922 shares of WisdomTree International Quality Dividend Growth Fund worth $255K as of Q2 2026.
United Advisor Group bought 25 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.06K.
WisdomTree International Quality Dividend Growth Fund made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #459 holding.
United Advisor Group first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's WisdomTree International Quality Dividend Growth Fund position peaked at $256K in Q2 2024.
138 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.