Betterment LLC
IHDG icon

Betterment LLC’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Betterment LLC’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
2024
Q2 		– Sell
-4,470
Closed -$205K – 398
2024
Q1 		$205K Buy
+4,470
New +$195K ﹤0.01% 350

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Ameriprise
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UBS Group
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AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Betterment LLC's IHDG Position: Q2 2024 in Review

Betterment LLC sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2024, closing a stake of 4,470 shares — an estimated $205K sold.

Betterment LLC first reported a position in IHDG in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

  • Betterment LLC reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Betterment LLC sold 4,470 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $205K.
  • Betterment LLC first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and held it in 1 quarter.
  • Betterment LLC's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $205K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

Based on Betterment LLC's 13F filing for Q2 2024, filed 14 Aug 2024.