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BMS Financial Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

BMS Financial Advisors’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 		$3.71M Buy
+92,442
New +$3.7M 2.42% 13

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BMS Financial Advisors's IHDG Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2023: 92,442 shares worth $3.71M. The stake represents 2.42% of the portfolio and ranks #13 among its holdings.

182 funds tracked by Wall St. Rank hold IHDG as of Q2 2023.

  • BMS Financial Advisors held 92,442 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.71M as of Q2 2023.
  • WisdomTree International Hedged Quality Dividend Growth Fund was a new BMS Financial Advisors position in Q2 2023.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 2.42% of BMS Financial Advisors's portfolio in Q2 2023, its #13 holding.
  • 182 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.