Beacon Capital Management LLC (Tennessee)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-236	Closed	-$9.48K	–	1015
2023 Q3	$9.48K	Hold	236	–	–	﹤0.01%	581
2023 Q2	$9.48K	Buy	+236	New	+$9.45K	﹤0.01%	581

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RJFSA

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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

Beacon Capital Management LLC (Tennessee)'s IHDG Position: Q4 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2023, closing a stake of 236 shares — an estimated $9.48K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IHDG in Q2 2023 and held it in 2 quarters. The position peaked at $9.48K in Q3 2023. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 236 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $9.48K.
Beacon Capital Management LLC (Tennessee) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and held it in 2 quarters.
Beacon Capital Management LLC (Tennessee)'s WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $9.48K in Q3 2023.
209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2023, filed 9 Jan 2024.