Centennial Wealth Advisory’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Centennial Wealth Advisory’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	-4,828	Closed	-$221K	–	151
2024 Q3	$221K	Sell	4,828 -2,127	-31%	-$96.1K	0.09%	137
2024 Q2	$317K	Buy	6,955 +541	+8%	+$24.6K	0.14%	94
2024 Q1	$295K	Sell	6,414 -505	-7%	-$22.1K	0.14%	105
2023 Q4	$291K	Buy	6,919 +836	+14%	+$33.2K	0.15%	105
2023 Q3	$236K	Buy	6,083 +102	+2%	+$4.04K	0.13%	122
2023 Q2	$240K	Buy	5,981 +158	+3%	+$6.33K	0.13%	113
2023 Q1	$230K	Buy	+5,823	New	+$222K	0.12%	113
2022 Q2	–	Sell	-5,173	Closed	-$222K	–	127
2022 Q1	$222K	Sell	5,173 -523	-9%	-$22.4K	0.12%	91
2021 Q4	$261K	Sell	5,696 -219	-4%	-$9.77K	0.15%	73
2021 Q3	$255K	Buy	5,915 +333	+6%	+$15.1K	0.15%	67
2021 Q2	$246K	Buy	+5,582	New	+$241K	0.15%	73

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 22.96% 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

Centennial Wealth Advisory's IHDG Position: Q4 2024 in Review

Centennial Wealth Advisory sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2024, closing a stake of 4,828 shares — an estimated $221K sold.

Centennial Wealth Advisory first reported a position in IHDG in Q2 2021 and held it in 11 quarters. The position peaked at $317K in Q2 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q4 2024.

Centennial Wealth Advisory reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
Centennial Wealth Advisory sold 4,828 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2024, an estimated $221K.
Centennial Wealth Advisory first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2021 and held it in 11 quarters.
Centennial Wealth Advisory's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $317K in Q2 2024.
263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2024.

Based on Centennial Wealth Advisory's 13F filing for Q4 2024, filed 27 Jan 2025.