Wealth Enhancement Advisory Services
IQDG icon

Wealth Enhancement Advisory Services’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q4 		– Sell
-88,600
Closed -$3.58M – 3726
2025
Q3 		$3.58M Buy
88,600
+2,407
+3% +$94.3K 0.01% 1130
2025
Q2 		$3.41M Sell
86,193
-21,094
-20% -$790K 0.01% 1082
2025
Q1 		$3.83M Sell
107,287
-1,884
-2% -$68.6K 0.01% 924
2024
Q4 		$3.73M Sell
109,171
-372
-0.3% -$13.5K 0.01% 904
2024
Q3 		$4.29M Buy
109,543
+12,773
+13% +$484K 0.01% 774
2024
Q2 		$3.59M Buy
96,770
+19,321
+25% +$722K 0.01% 787
2024
Q1 		$2.95M Buy
77,449
+22,198
+40% +$815K 0.01% 816
2023
Q4 		$2M Buy
55,251
+1,074
+2% +$35.7K 0.01% 899
2023
Q3 		$1.73M Buy
+54,177
New +$1.83M 0.01% 907

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Wealth Enhancement Advisory Services's IQDG Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2025, closing a stake of 88,600 shares — an estimated $3.58M sold.

Wealth Enhancement Advisory Services first reported a position in IQDG in Q3 2023 and held it in 9 quarters. The position peaked at $4.29M in Q3 2024. 139 funds tracked by Wall St. Rank hold IQDG as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 88,600 WisdomTree International Quality Dividend Growth Fund shares in Q4 2025, an estimated $3.58M.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree International Quality Dividend Growth Fund in Q3 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's WisdomTree International Quality Dividend Growth Fund position peaked at $4.29M in Q3 2024.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.