Valley National Advisers’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Valley National Advisers’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
2024 Q4	–	Sell	-914	Closed	-$35K	–	783
2024 Q3	$35K	Hold	914	–	–	0.01%	384
2024 Q2	$33K	Hold	914	–	–	﹤0.01%	449
2024 Q1	$34K	Hold	914	–	–	0.01%	457
2023 Q4	$33K	Hold	914	–	–	0.01%	466
2023 Q3	$29K	Hold	914	–	–	0.01%	448
2023 Q2	$32K	Hold	914	–	–	0.01%	450
2023 Q1	$32K	Hold	914	–	–	0.01%	453
2022 Q4	$29K	Hold	914	–	–	0.01%	451
2022 Q3	$25K	Hold	914	–	–	0.01%	467
2022 Q2	$27K	Sell	914 -781	-46%	-$25.8K	0.01%	432
2022 Q1	$62K	Hold	1,695	–	–	0.01%	340
2021 Q4	$68K	Hold	1,695	–	–	0.01%	324
2021 Q3	$65K	Hold	1,695	–	–	0.01%	322
2021 Q2	$67K	Buy	+1,695	New	+$66.9K	0.01%	316

Other funds holding IQDG

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Valley National Advisers's IQDG Position: Q4 2024 in Review

Valley National Advisers sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2024, closing a stake of 914 shares — an estimated $35K sold.

Valley National Advisers first reported a position in IQDG in Q2 2021 and held it in 14 quarters. The position peaked at $68K in Q4 2021. 131 funds tracked by Wall St. Rank hold IQDG as of Q4 2024.

Valley National Advisers reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Valley National Advisers sold 914 WisdomTree International Quality Dividend Growth Fund shares in Q4 2024, an estimated $35K.
Valley National Advisers first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2021 and held it in 14 quarters.
Valley National Advisers's WisdomTree International Quality Dividend Growth Fund position peaked at $68K in Q4 2021.
131 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2024.

Based on Valley National Advisers's 13F filing for Q4 2024, filed 24 Jan 2025.