WisdomTree International Quality Dividend Growth Fund holds 262 international dividend stocks with quality and growth characteristics. IQDG is well-diversified across countries, sectors and holdings, with a focus on Europe. The track record of IQDG is uncompelling: the fund has underperformed an ex-US benchmark and several competitors since 2016.
International equities and the related exchange traded funds have not been immune to the tariff-induced tumble currently affecting global markets. However, some market observers believe fundamental factors at play could bolster the international equity complex later this year.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 10,698 | $404,300.66 | $462,848.97 | $58,548.31 | 14.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,612 | $96,805.44 | $113,334.68 | $16,529.24 | 17.07% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,440 | $53,409.6 | $62,488.8 | $9,079.2 | 17% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 115,693 | $4.25M | $5.02M | $766,036.92 | 18.01% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,760 | $155,971.32 | $162,413.2 | $6,441.88 | 4.13% |
| BATS Exchange | US Country |
The company specializes in investment strategies focused on dividend-paying common stocks with growth characteristics. Operating with a keen eye on the international markets, particularly in the industrial realms outside of Canada and the United States, the firm dedicates at least 80% of its total assets towards investments that are not only part of its targeted index but also emulate the economic characteristics of the constituent securities within that index. Despite a strategy that leans towards specific sectors and geographies, the fund's approach is non-diversified, channeling a significant portion of its assets into securities that the management believes offer promising growth and dividend returns.
Centered on dividend-paying common stocks, this product targets companies bearing growth characteristics in the industrialized world, excluding Canada and the United States. The investment strategy is engineered to cater to those looking for exposure to international markets, specifically in sectors poised for growth and capable of offering consistent dividend returns. The focus is on equity securities that are part of a carefully selected index, ensuring that investments have economic characteristics substantially identical to these constituent securities.
This approach signifies the fund's method of channeling a large portion of its assets into specific securities that it believes have the potential for high returns. While this strategy might involve a higher level of risk due to the lack of diversification, it is grounded in thorough research and a robust selection process aimed at identifying securities with strong growth characteristics and the potential for yielding dividends. This product is tailor-made for investors who are looking for targeted investment opportunities in the international equity market and are comfortable with the associated risks.