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Vantage Point Financial’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Vantage Point Financial’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 		$267K Hold
6,645
– – 0.09% 142
2025
Q4 		$276K Sell
6,645
-83
-1% -$3.35K 0.1% 133
2025
Q3 		$268K Sell
6,728
-61
-0.9% -$2.39K 0.1% 131
2025
Q2 		$269K Sell
6,789
-580
-8% -$21.7K 0.12% 119
2025
Q1 		$263K Buy
7,369
+113
+2% +$4.11K 0.13% 106
2024
Q4 		$248K Buy
+7,256
New +$264K 0.13% 104

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Vantage Point Financial's IQDG Position: Q1 2026 in Review

Vantage Point Financial held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q1 2026 at 6,645 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #142.

Vantage Point Financial first reported a position in IQDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $276K in Q4 2025. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Vantage Point Financial held 6,645 shares of WisdomTree International Quality Dividend Growth Fund worth $267K as of Q1 2026.
  • Vantage Point Financial left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree International Quality Dividend Growth Fund made up 0.09% of Vantage Point Financial's portfolio in Q1 2026, its #142 holding.
  • Vantage Point Financial first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
  • Vantage Point Financial's WisdomTree International Quality Dividend Growth Fund position peaked at $276K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.