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

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

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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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 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

Blackston Financial Advisory Group's IHDG Position: Q2 2024 in Review

Blackston Financial Advisory Group sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2024, closing a stake of 6,871 shares — an estimated $316K sold.

Blackston Financial Advisory Group first reported a position in IHDG in Q4 2021 and held it in 9 quarters. The position peaked at $636K in Q4 2021. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

Blackston Financial Advisory Group reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Blackston Financial Advisory Group sold 6,871 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $316K.
Blackston Financial Advisory Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and held it in 9 quarters.
Blackston Financial Advisory Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $636K in Q4 2021.
233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2024, filed 17 Jul 2024.