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Buck Wealth Strategies’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-155
Closed -$6K – 192
2023
Q3 		$6K Buy
+155
New +$6.13K ﹤0.01% 227

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Buck Wealth Strategies's IHDG Position: Q4 2023 in Review

Buck Wealth Strategies sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2023, closing a stake of 155 shares — an estimated $6K sold.

Buck Wealth Strategies first reported a position in IHDG in Q3 2023 and held it in 1 quarter. The position peaked at $6K in Q3 2023. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

  • Buck Wealth Strategies reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 155 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $6K.
  • Buck Wealth Strategies first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6K in Q3 2023.
  • 209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.