Better Money Decisions’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-1,863	Closed	-$70K	–	227
2022 Q2	$70K	Sell	1,863 -5,283	-74%	-$215K	0.06%	116
2022 Q1	$307K	Buy	7,146 +15	+0.2%	+$643	0.29%	51
2021 Q4	$326K	Buy	7,131 +8	+0.1%	+$357	0.27%	50
2021 Q3	$308K	Buy	7,123 +21	+0.3%	+$951	0.25%	56
2021 Q2	$313K	Hold	7,102	–	–	0.28%	53
2021 Q1	$293K	Buy	+7,102	New	+$289K	0.3%	50

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SFI

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Better Money Decisions's IHDG Position: Q3 2022 in Review

Better Money Decisions sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2022, closing a stake of 1,863 shares — an estimated $70K sold.

Better Money Decisions first reported a position in IHDG in Q1 2021 and held it in 6 quarters. The position peaked at $326K in Q4 2021. 141 funds tracked by Wall St. Rank hold IHDG as of Q3 2022.

Better Money Decisions reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,863 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2022, an estimated $70K.
Better Money Decisions first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2021 and held it in 6 quarters.
Better Money Decisions's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $326K in Q4 2021.
141 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.