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 Q2	$1.92M	Buy	44,567 +1,414	+3%	+$60.2K	0.06%	307
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%	531
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Western Wealth Management's IQDG Position: Q2 2026 in Review

Western Wealth Management increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 3.3% in Q2 2026, buying an estimated $60.2K and bringing the position to 44,567 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #307.

Western Wealth Management first reported a position in IQDG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q4 2025. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Western Wealth Management held 44,567 shares of WisdomTree International Quality Dividend Growth Fund worth $1.92M as of Q2 2026.
Western Wealth Management bought 1,414 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $60.2K.
WisdomTree International Quality Dividend Growth Fund made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #307 holding.
Western Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
Western Wealth Management's WisdomTree International Quality Dividend Growth Fund position peaked at $2M in Q4 2025.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.