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

Arete Wealth 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
2023 Q2	–	Sell	-11,645	Closed	-$459K	–	708
2023 Q1	$459K	Sell	11,645 -192	-2%	-$7.32K	0.04%	368
2022 Q4	$422K	Buy	+11,837	New	+$448K	0.04%	364
2022 Q2	–	Sell	-5,559	Closed	-$239K	–	505
2022 Q1	$239K	Sell	5,559 -9	-0.2%	-$386	0.02%	437
2021 Q4	$257K	Buy	5,568 +193	+4%	+$8.61K	0.02%	417
2021 Q3	$232K	Sell	5,375 -787	-13%	-$35.7K	0.03%	375
2021 Q2	$272K	Sell	6,162 -135	-2%	-$5.83K	0.04%	281
2021 Q1	$260K	Sell	6,297 -2,091	-25%	-$85K	0.03%	341
2020 Q4	$330K	Buy	8,388 +361	+4%	+$13.7K	0.05%	295
2020 Q3	$296K	Sell	8,027 -890	-10%	-$32K	0.04%	293
2020 Q2	$313K	Buy	8,917 +318	+4%	+$10.6K	0.05%	291
2020 Q1	$260K	Buy	+8,599	New	+$296K	0.05%	263

Other funds holding IHDG

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

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

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

RJFSA

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

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

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

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

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

PAG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Arete Wealth Advisors's IHDG Position: Q2 2023 in Review

Arete Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2023, closing a stake of 11,645 shares — an estimated $459K sold.

Arete Wealth Advisors first reported a position in IHDG in Q1 2020 and held it in 11 quarters. The position peaked at $459K in Q1 2023. 182 funds tracked by Wall St. Rank hold IHDG as of Q2 2023.

Arete Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Arete Wealth Advisors sold 11,645 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2023, an estimated $459K.
Arete Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2020 and held it in 11 quarters.
Arete Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $459K in Q1 2023.
182 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.