Bright Futures Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Bright Futures Wealth Management’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 Q4	–	Sell	-20,435	Closed	-$908K	–	175
2024 Q3	$908K	Sell	20,435 -1,699	-8%	-$76.7K	0.44%	70
2024 Q2	$963K	Buy	22,134 +1,600	+8%	+$72.8K	0.52%	51
2024 Q1	$940K	Buy	+20,534	New	+$897K	0.51%	58

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

AAS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Bright Futures Wealth Management's IHDG Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2024, closing a stake of 20,435 shares — an estimated $908K sold.

Bright Futures Wealth Management first reported a position in IHDG in Q1 2024 and held it in 3 quarters. The position peaked at $963K in Q2 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q4 2024.

Bright Futures Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 20,435 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2024, an estimated $908K.
Bright Futures Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $963K in Q2 2024.
263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.