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

American Portfolios Advisors’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
2022 Q3	$191K	Sell	5,330 -780	-13%	-$30.2K	0.01%	1031
2022 Q2	$229K	Sell	6,110 -1,620	-21%	-$65.9K	0.01%	985
2022 Q1	$332K	Sell	7,730 -335	-4%	-$14.4K	0.01%	924
2021 Q4	$369K	Sell	8,065 -1,395	-15%	-$62.2K	0.01%	879
2021 Q3	$408K	Buy	9,460 +1,070	+13%	+$48.5K	0.02%	798
2021 Q2	$370K	Buy	8,390 +240	+3%	+$10.4K	0.01%	853
2021 Q1	$337K	Buy	8,150 +1,350	+20%	+$54.9K	0.01%	823
2020 Q4	$267K	Buy	6,800 +695	+11%	+$26.3K	0.01%	782
2020 Q3	$223K	Sell	6,105 -1,920	-24%	-$69.1K	0.01%	755
2020 Q2	$282K	Buy	8,025 +817	+11%	+$27.3K	0.02%	621
2020 Q1	$218K	Buy	7,208 +3,018	+72%	+$104K	0.02%	618
2019 Q4	$152K	Buy	4,190 +2,310	+123%	+$80.5K	0.01%	854
2019 Q3	$63.2K	Hold	1,880	–	–	0.01%	1183
2019 Q2	$61.5K	Hold	1,880	–	–	0.01%	1176
2019 Q1	$60.5K	Hold	1,880	–	–	0.01%	1108
2018 Q4	$52.3K	Buy	1,880 +830	+79%	+$24.5K	0.01%	987
2018 Q3	$33.7K	Hold	1,050	–	–	﹤0.01%	1276
2018 Q2	$33.4K	Hold	1,050	–	–	﹤0.01%	1243
2018 Q1	$32.4K	Sell	1,050 -1,412	-57%	-$44.2K	﹤0.01%	1203
2017 Q4	$78K	Buy	+2,462	New	+$77.3K	0.01%	815

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

American Portfolios Advisors's IHDG Position: Q3 2022 in Review

American Portfolios Advisors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 13% in Q3 2022, selling an estimated $30.2K and leaving 5,330 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #1031.

American Portfolios Advisors first reported a position in IHDG in Q4 2017 and has held it in 20 quarters since. The position peaked at $408K in Q3 2021. 141 funds tracked by Wall St. Rank hold IHDG as of Q3 2022.

American Portfolios Advisors held 5,330 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $191K as of Q3 2022.
American Portfolios Advisors sold 780 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2022, an estimated $30.2K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1031 holding.
American Portfolios Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $408K in Q3 2021.
141 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.