Advisors Preferred’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Advisors Preferred’s Portfolio IHDG Stock Details IHDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-13,307	Closed	-$606K	–	222
2024 Q2	$606K	Buy	13,307 +4,110	+45%	+$187K	0.1%	81
2024 Q1	$423K	Buy	9,197 +2,931	+47%	+$128K	0.07%	73
2023 Q4	$262K	Buy	+6,266	New	+$249K	0.04%	130
2023 Q3	–	Sell	-4,942	Closed	-$198K	–	231
2023 Q2	$198K	Buy	4,942 +2,736	+124%	+$110K	0.05%	98
2023 Q1	$97K	Sell	2,206 -541	-20%	-$20.6K	0.03%	99
2022 Q4	$99.9K	Buy	+2,747	New	+$104K	0.04%	109

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Advisors Preferred's IHDG Position: Q3 2024 in Review

Advisors Preferred sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2024, closing a stake of 13,307 shares — an estimated $606K sold.

Advisors Preferred first reported a position in IHDG in Q4 2022 and held it in 6 quarters. The position peaked at $606K in Q2 2024. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

Advisors Preferred reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
Advisors Preferred sold 13,307 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $606K.
Advisors Preferred first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and held it in 6 quarters.
Advisors Preferred's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $606K in Q2 2024.
239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.