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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RWP

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

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

United Advisor Group's IQDG Position: Q1 2026 in Review

United Advisor Group increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.03% in Q1 2026, buying an estimated $85 and bringing the position to 5,897 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #450.

United Advisor Group first reported a position in IQDG in Q2 2024 and has held it in 8 quarters since. The position peaked at $256K in Q2 2024. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

United Advisor Group held 5,897 shares of WisdomTree International Quality Dividend Growth Fund worth $237K as of Q1 2026.
United Advisor Group bought 2 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $85.
WisdomTree International Quality Dividend Growth Fund made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #450 holding.
United Advisor Group first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
United Advisor Group's WisdomTree International Quality Dividend Growth Fund position peaked at $256K in Q2 2024.
146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.