BFAG
IHDG icon

Blackston Financial Advisory Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Blackston Financial Advisory Group’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
-6,871
Closed -$316K – 85
2024
Q1 		$316K Sell
6,871
-1,660
-19% -$72.5K 0.21% 45
2023
Q4 		$358K Sell
8,531
-615
-7% -$24.4K 0.23% 60
2023
Q3 		$354K Sell
9,146
-353
-4% -$14K 0.25% 55
2023
Q2 		$382K Sell
9,499
-457
-5% -$18.3K 0.28% 53
2023
Q1 		$392K Sell
9,956
-813
-8% -$31K 0.29% 60
2022
Q4 		$384K Buy
+10,769
New +$408K 0.28% 55
2022
Q3 		– Sell
-12,771
Closed -$487K – 98
2022
Q2 		$487K Sell
12,771
-1,256
-9% -$51.1K 0.32% 42
2022
Q1 		$606K Buy
14,027
+128
+0.9% +$5.49K 0.4% 32
2021
Q4 		$636K Buy
+13,899
New +$620K 0.37% 33

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return