Caliber Wealth Management (Utah)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	$5.82M	Buy	126,658 +6,852	+6%	+$299K	3.09%	6
2023 Q4	$5.03M	Buy	119,806 +803	+0.7%	+$31.9K	2.96%	6
2023 Q3	$4.61M	Buy	119,003 +2,485	+2%	+$98.3K	3.1%	6
2023 Q2	$4.68M	Buy	116,518 +6,435	+6%	+$258K	3.14%	6
2023 Q1	$4.34M	Buy	+110,083	New	+$4.2M	3.25%	7

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caliber Wealth Management (Utah)'s IHDG Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 5.7% in Q1 2024, buying an estimated $299K and bringing the position to 126,658 shares worth $5.82M. The position accounts for 3.09% of the portfolio, ranked #6.

Caliber Wealth Management (Utah) first reported a position in IHDG in Q1 2023 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold IHDG as of Q1 2024.

Caliber Wealth Management (Utah) held 126,658 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $5.82M as of Q1 2024.
Caliber Wealth Management (Utah) bought 6,852 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2024, an estimated $299K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 3.09% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #6 holding.
Caliber Wealth Management (Utah) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.