Axxcess Wealth Management »

Wisdomtree Tr intl qulty div shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr intl qulty div (IQDG) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Wisdomtree Tr intl qulty div

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr intl qulty div held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr intl qulty div by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $515k 13k 39.88
2025-06-30 $511k 13k 39.64
2025-03-31 $450k 13k 35.68
2024-12-31 $241k 7.0k 34.21

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Wisdomtree Tr intl qulty div

Morgan Stanley
SPC Financial
LPL Financial
Envestnet Asset Management
One Capital Management
UBS Group
Cetera Investment Advisers
HighTower Advisors
Garrett Investment Advisors
Revolve Wealth Partners
Commonwealth Equity Services
Prime Capital Investment Advisors
Flow Traders US
Venturi Wealth Management
Captrust Financial Advisors

View all funds holding Wisdomtree Tr intl qulty div