Belpointe Asset Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-4,823	Closed	-$190K	–	1883
2023 Q1	$190K	Sell	4,823 -2,389	-33%	-$91.1K	0.01%	967
2022 Q4	$257K	Sell	7,212 -15,148	-68%	-$574K	0.02%	779
2022 Q3	$803K	Sell	22,360 -2,121	-9%	-$82.1K	0.05%	353
2022 Q2	$916K	Buy	24,481 +1,932	+9%	+$78.6K	0.06%	318
2022 Q1	$968K	Buy	+22,549	New	+$967K	0.06%	343

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Belpointe Asset Management's IHDG Position: Q2 2023 in Review

Belpointe Asset Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2023, closing a stake of 4,823 shares — an estimated $190K sold.

Belpointe Asset Management first reported a position in IHDG in Q1 2022 and held it in 5 quarters. The position peaked at $968K in Q1 2022. 182 funds tracked by Wall St. Rank hold IHDG as of Q2 2023.

Belpointe Asset Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 4,823 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2023, an estimated $190K.
Belpointe Asset Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2022 and held it in 5 quarters.
Belpointe Asset Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $968K in Q1 2022.
182 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.