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BOLTON SECURITIES CORPORATION’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$406K Buy
9,530
+20
+0.2% +$874 0.02% 659
2026
Q2 		$410K Buy
9,510
+499
+6% +$21.2K 0.02% 661
2026
Q1 		$362K Buy
+9,011
New +$382K 0.02% 634
2025
Q3 		$308K Buy
+7,715
New +$302K 0.01% 637
2025
Q1 		$271K Buy
+7,591
New +$276K 0.02% 618

Other funds holding IQDG

AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IQDG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 0.21% in Q3 2026, buying an estimated $874 and bringing the position to 9,530 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #659.

BOLTON SECURITIES CORPORATION first reported a position in IQDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $410K in Q2 2026. 91 funds tracked by Wall St. Rank hold IQDG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 9,530 shares of WisdomTree International Quality Dividend Growth Fund worth $406K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 20 WisdomTree International Quality Dividend Growth Fund shares in Q3 2026, an estimated $874.
  • WisdomTree International Quality Dividend Growth Fund made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #659 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's WisdomTree International Quality Dividend Growth Fund position peaked at $410K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.