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V Wealth Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

V Wealth Advisors’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
2023
Q3 		$615K Sell
19,200
-5,743
-23% -$194K 0.49% 42
2023
Q2 		$858K Buy
24,943
+11,766
+89% +$405K 0.14% 145
2023
Q1 		$446K Buy
+13,177
New +$431K 0.08% 212

Other funds holding IQDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

V Wealth Advisors's IQDG Position: Q3 2023 in Review

V Wealth Advisors reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 23% in Q3 2023, selling an estimated $194K and leaving 19,200 shares worth $615K. The position accounts for 0.49% of the portfolio, ranked #42.

V Wealth Advisors first reported a position in IQDG in Q1 2023 and has held it in 3 quarters since. The position peaked at $858K in Q2 2023. 93 funds tracked by Wall St. Rank hold IQDG as of Q3 2023.

  • V Wealth Advisors held 19,200 shares of WisdomTree International Quality Dividend Growth Fund worth $615K as of Q3 2023.
  • V Wealth Advisors sold 5,743 WisdomTree International Quality Dividend Growth Fund shares in Q3 2023, an estimated $194K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.49% of V Wealth Advisors's portfolio in Q3 2023, its #42 holding.
  • V Wealth Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2023 and has held it in 3 quarters since.
  • V Wealth Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $858K in Q2 2023.
  • 93 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.