Aspire Private Capital’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-100	Closed	-$4.57K	–	393
2024 Q3	$4.57K	Hold	100	–	–	﹤0.01%	471
2024 Q2	$4.56K	Hold	100	–	–	﹤0.01%	479
2024 Q1	$4.59K	Hold	100	–	–	﹤0.01%	498
2023 Q4	$4.2K	Hold	100	–	–	﹤0.01%	494
2023 Q3	$3.87K	Buy	+100	New	+$3.96K	﹤0.01%	502

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

AAS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PAG

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

Aspire Private Capital's IHDG Position: Q4 2024 in Review

Aspire Private Capital sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2024, closing a stake of 100 shares — an estimated $4.57K sold.

Aspire Private Capital first reported a position in IHDG in Q3 2023 and held it in 5 quarters. The position peaked at $4.59K in Q1 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q4 2024.

Aspire Private Capital reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 100 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2024, an estimated $4.57K.
Aspire Private Capital first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and held it in 5 quarters.
Aspire Private Capital's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.59K in Q1 2024.
263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.