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Bangor Savings Bank’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Bangor Savings Bank’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
Q4 		– Sell
-122
Closed -$4.75K – 522
2023
Q3 		$4.75K Buy
+122
New +$4.83K ﹤0.01% 466

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Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bangor Savings Bank's IHDG Position: Q4 2023 in Review

Bangor Savings Bank sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2023, closing a stake of 122 shares — an estimated $4.75K sold.

Bangor Savings Bank first reported a position in IHDG in Q3 2023 and held it in 1 quarter. The position peaked at $4.75K in Q3 2023. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

  • Bangor Savings Bank reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Bangor Savings Bank sold 122 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $4.75K.
  • Bangor Savings Bank first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and held it in 1 quarter.
  • Bangor Savings Bank's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.75K in Q3 2023.
  • 209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on Bangor Savings Bank's 13F filing for Q4 2023, filed 16 Jan 2024.