Cardinal Point Wealth Management Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Cardinal Point Wealth Management Partners’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 Q1	$12.5M	Buy	316,779 +30,047	+10%	+$1.15M	3.79%	7
2022 Q4	$10.2M	Buy	286,732 +33,660	+13%	+$1.27M	3.53%	8
2022 Q3	$9.26M	Buy	253,072 +1,115	+0.4%	+$43.2K	4.42%	6
2022 Q2	$9.43M	Sell	251,957 -6,969	-3%	-$284K	4.52%	6
2022 Q1	$11.1M	Buy	258,926 +14,802	+6%	+$635K	4.96%	6
2021 Q4	$11.2M	Buy	+244,124	New	+$10.9M	4.84%	6

Other funds holding IHDG

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

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

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

AAS

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cardinal Point Wealth Management Partners's IHDG Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 10% in Q1 2023, buying an estimated $1.15M and bringing the position to 316,779 shares worth $12.5M. The position accounts for 3.79% of the portfolio, ranked #7.

Cardinal Point Wealth Management Partners first reported a position in IHDG in Q4 2021 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold IHDG as of Q1 2023.

Cardinal Point Wealth Management Partners held 316,779 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $12.5M as of Q1 2023.
Cardinal Point Wealth Management Partners bought 30,047 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2023, an estimated $1.15M.
WisdomTree International Hedged Quality Dividend Growth Fund made up 3.79% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #7 holding.
Cardinal Point Wealth Management Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 6 quarters since.
158 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.