Beam Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Beam Wealth Advisors’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
2021 Q4	–	Sell	-19,143	Closed	-$826K	–	109
2021 Q3	$826K	Buy	19,143 +194	+1%	+$8.79K	0.71%	47
2021 Q2	$836K	Buy	18,949 +2,247	+13%	+$97.1K	0.72%	46
2021 Q1	$690K	Hold	16,702	–	–	0.61%	60
2020 Q4	$657K	Sell	16,702 -676	-4%	-$25.6K	0.62%	57
2020 Q3	$636K	Sell	17,378 -5,503	-24%	-$198K	0.6%	53
2020 Q2	$821K	Buy	22,881 +3,202	+16%	+$107K	0.83%	40
2020 Q1	$596K	Buy	19,679 +3,946	+25%	+$136K	0.59%	56
2019 Q4	$572K	Buy	+15,733	New	+$549K	0.53%	56

Other funds holding IHDG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Beam Wealth Advisors's IHDG Position: Q4 2021 in Review

Beam Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2021, closing a stake of 19,143 shares — an estimated $826K sold.

Beam Wealth Advisors first reported a position in IHDG in Q4 2019 and held it in 8 quarters. The position peaked at $836K in Q2 2021. 136 funds tracked by Wall St. Rank hold IHDG as of Q4 2021.

Beam Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 19,143 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2021, an estimated $826K.
Beam Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $836K in Q2 2021.
136 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.