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Allie Family Office’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Allie Family Office’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
-11,396
Closed -$520K – 96
2024
Q2 		$520K Buy
11,396
+56
+0.5% +$2.55K 0.31% 51
2024
Q1 		$521K Buy
+11,340
New +$495K 0.31% 46

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allie Family Office's IHDG Position: Q3 2024 in Review

Allie Family Office sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2024, closing a stake of 11,396 shares — an estimated $520K sold.

Allie Family Office first reported a position in IHDG in Q1 2024 and held it in 2 quarters. The position peaked at $521K in Q1 2024. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

  • Allie Family Office reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Allie Family Office sold 11,396 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $520K.
  • Allie Family Office first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and held it in 2 quarters.
  • Allie Family Office's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $521K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on Allie Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.