Virtue Capital Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Virtue Capital 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
2021 Q4	–	Sell	-6,528	Closed	-$249K	–	425
2021 Q3	$249K	Buy	+6,528	New	+$266K	0.04%	340

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

JSW

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Virtue Capital Management's IQDG Position: Q4 2021 in Review

Virtue Capital Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2021, closing a stake of 6,528 shares — an estimated $249K sold.

Virtue Capital Management first reported a position in IQDG in Q3 2021 and held it in 1 quarter. The position peaked at $249K in Q3 2021. 59 funds tracked by Wall St. Rank hold IQDG as of Q4 2021.

Virtue Capital Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Virtue Capital Management sold 6,528 WisdomTree International Quality Dividend Growth Fund shares in Q4 2021, an estimated $249K.
Virtue Capital Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2021 and held it in 1 quarter.
Virtue Capital Management's WisdomTree International Quality Dividend Growth Fund position peaked at $249K in Q3 2021.
59 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2021.

Based on Virtue Capital Management's 13F filing for Q4 2021, filed 24 Jan 2022.