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Vanguard Personalized Indexing Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Vanguard Personalized Indexing Management’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
Q3 		– Sell
-10,385
Closed -$385K – 1797
2024
Q2 		$385K Buy
+10,385
New +$388K 0.01% 1149

Other funds holding IQDG

Morgan Stanley
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
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
TC
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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Personalized Indexing Management's IQDG Position: Q3 2024 in Review

Vanguard Personalized Indexing Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q3 2024, closing a stake of 10,385 shares — an estimated $385K sold.

Vanguard Personalized Indexing Management first reported a position in IQDG in Q2 2024 and held it in 1 quarter. The position peaked at $385K in Q2 2024. 120 funds tracked by Wall St. Rank hold IQDG as of Q3 2024.

  • Vanguard Personalized Indexing Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 10,385 WisdomTree International Quality Dividend Growth Fund shares in Q3 2024, an estimated $385K.
  • Vanguard Personalized Indexing Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2024 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's WisdomTree International Quality Dividend Growth Fund position peaked at $385K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2024, filed 12 Nov 2024.