Westside Investment Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Westside Investment 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	$189K	Hold	4,391	–	–	0.02%	320
2026 Q1	$179K	Hold	4,391	–	–	0.03%	311
2025 Q4	$184K	Hold	4,391	–	–	0.03%	294
2025 Q3	$177K	Hold	4,391	–	–	0.03%	304
2025 Q2	$173K	Buy	+4,391	New	+$164K	0.03%	269

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

Westside Investment Management's IQDG Position: Q2 2026 in Review

Westside Investment Management held its WisdomTree International Quality Dividend Growth Fund (IQDG) position steady in Q2 2026 at 4,391 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #320.

Westside Investment Management first reported a position in IQDG in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

Westside Investment Management held 4,391 shares of WisdomTree International Quality Dividend Growth Fund worth $189K as of Q2 2026.
Westside Investment Management left its WisdomTree International Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Quality Dividend Growth Fund made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #320 holding.
Westside Investment Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.