Venturi Wealth Management, LLC
Position in IQDG — WisdomTree International Quality Dividend Growth Fund
CIK 1666363
AUSTIN, TX
All Filings in IQDG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IQDG | $6,793,051 | 169,234 | Shares | Other | 2026-04-21 | |
| 2025-12-31 IQDG | $6,853,159 | 165,216 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 IQDG | $6,580,319 | 165,003 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 IQDG | $6,464,332 | 163,076 | Shares | Other | 2025-07-23 | |
| 2025-03-31 IQDG | $6,073,234 | 170,214 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 IQDG | $6,418,343 | 187,616 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 IQDG | $7,335,104 | 187,359 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 IQDG | $6,683,394 | 180,194 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 IQDG | $6,780,883 | 178,163 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||