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Western Wealth Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Western Wealth 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
2026
Q1 		$1.73M Sell
43,153
-5,021
-10% -$213K 0.07% 304
2025
Q4 		$2M Buy
48,174
+2,694
+6% +$109K 0.09% 219
2025
Q3 		$1.81M Buy
45,480
+34,150
+301% +$1.34M 0.1% 205
2025
Q2 		$449K Buy
11,330
+2,503
+28% +$93.7K 0.03% 440
2025
Q1 		$315K Sell
8,827
-2,324
-21% -$84.6K 0.02% 521
2024
Q4 		$381K Buy
11,151
+133
+1% +$4.84K 0.02% 448
2024
Q3 		$431K Buy
11,018
+320
+3% +$12.1K 0.02% 497
2024
Q2 		$397K Buy
10,698
+330
+3% +$12.3K 0.03% 420
2024
Q1 		$395K Sell
10,368
-443
-4% -$16.3K 0.03% 424
2023
Q4 		$392K Buy
+10,811
New +$359K 0.03% 471

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

Western Wealth Management's IQDG Position: Q1 2026 in Review

Western Wealth Management reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 10% in Q1 2026, selling an estimated $213K and leaving 43,153 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #304.

Western Wealth Management first reported a position in IQDG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q4 2025. 146 funds tracked by Wall St. Rank hold IQDG as of Q1 2026.

  • Western Wealth Management held 43,153 shares of WisdomTree International Quality Dividend Growth Fund worth $1.73M as of Q1 2026.
  • Western Wealth Management sold 5,021 WisdomTree International Quality Dividend Growth Fund shares in Q1 2026, an estimated $213K.
  • WisdomTree International Quality Dividend Growth Fund made up 0.07% of Western Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Western Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
  • Western Wealth Management's WisdomTree International Quality Dividend Growth Fund position peaked at $2M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.