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Aspiriant LLC’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Aspiriant LLC’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
Q3 		– Sell
-7,500
Closed -$301K – 292
2023
Q2 		$301K Buy
+7,500
New +$300K 0.02% 220

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RJFSA
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UBS Group
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AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspiriant LLC's IHDG Position: Q3 2023 in Review

Aspiriant LLC sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2023, closing a stake of 7,500 shares — an estimated $301K sold.

Aspiriant LLC first reported a position in IHDG in Q2 2023 and held it in 1 quarter. The position peaked at $301K in Q2 2023. 203 funds tracked by Wall St. Rank hold IHDG as of Q3 2023.

  • Aspiriant LLC reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
  • Aspiriant LLC sold 7,500 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2023, an estimated $301K.
  • Aspiriant LLC first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and held it in 1 quarter.
  • Aspiriant LLC's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $301K in Q2 2023.
  • 203 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2023.

Based on Aspiriant LLC's 13F filing for Q3 2023, filed 18 Oct 2023.