Aspire Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Aspire Wealth Management’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	$5.94M	Sell	130,045 -2,192	-2%	-$99K	3.2%	10
2024 Q2	$6.03M	Sell	132,237 -1,288	-1%	-$58.6K	3.45%	9
2024 Q1	$6.13M	Buy	133,525 +2,680	+2%	+$117K	3.7%	10
2023 Q4	$5.49M	Sell	130,845 -2,768	-2%	-$110K	3.73%	8
2023 Q3	$5.18M	Buy	133,613 +103	+0.1%	+$4.07K	3.94%	8
2023 Q2	$5.36M	Sell	133,510 -3,262	-2%	-$131K	4.06%	7
2023 Q1	$5.39M	Sell	136,772 -5,760	-4%	-$220K	4.38%	5
2022 Q4	$5.08M	Buy	142,532 +4,454	+3%	+$169K	4.42%	3
2022 Q3	$4.96M	Sell	138,078 -91	-0.1%	-$3.52K	4.67%	4
2022 Q2	$5.17M	Buy	138,169 +3,935	+3%	+$160K	4.76%	4
2022 Q1	$5.76M	Buy	134,234 +2,581	+2%	+$111K	4.56%	4
2021 Q4	$6.02M	Buy	+131,653	New	+$5.87M	4.88%	4

Other funds holding IHDG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $21.3B AUM 22.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aspire Wealth Management's IHDG Position: Q3 2024 in Review

Aspire Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.7% in Q3 2024, selling an estimated $99K and leaving 130,045 shares worth $5.94M. The position accounts for 3.2% of the portfolio, ranked #10.

Aspire Wealth Management first reported a position in IHDG in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.13M in Q1 2024. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

Aspire Wealth Management held 130,045 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $5.94M as of Q3 2024.
Aspire Wealth Management sold 2,192 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $99K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 3.2% of Aspire Wealth Management's portfolio in Q3 2024, its #10 holding.
Aspire Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6.13M in Q1 2024.
239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.