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Cetera Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Cetera Advisors’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 		$7.32M Buy
159,266
+115,040
+260% +$5.02M 0.06% 338
2023
Q4 		$1.86M Buy
44,226
+24,850
+128% +$986K 0.03% 531
2023
Q3 		$751K Buy
19,376
+890
+5% +$35.2K 0.01% 854
2023
Q2 		$743K Sell
18,486
-26,603
-59% -$1.07M 0.01% 848
2023
Q1 		$1.78M Buy
45,089
+4,135
+10% +$158K 0.03% 489
2022
Q4 		$1.46M Sell
40,954
-175
-0.4% -$6.63K 0.03% 534
2022
Q3 		$1.48M Buy
41,129
+11,653
+40% +$451K 0.04% 435
2022
Q2 		$1.1M Sell
29,476
-55,465
-65% -$2.26M 0.03% 542
2022
Q1 		$3.65M Sell
84,941
-41,593
-33% -$1.78M 0.07% 280
2021
Q4 		$5.79M Sell
126,534
-2,948
-2% -$132K 0.12% 179
2021
Q3 		$5.59M Buy
129,482
+30,057
+30% +$1.36M 0.11% 193
2021
Q2 		$4.39M Buy
99,425
+1,640
+2% +$70.8K 0.1% 208
2021
Q1 		$4.04M Buy
97,785
+4,617
+5% +$188K 0.11% 194
2020
Q4 		$3.66M Buy
93,168
+4,301
+5% +$163K 0.12% 176
2020
Q3 		$3.25M Buy
88,867
+429
+0.5% +$15.4K 0.12% 166
2020
Q2 		$3.1M Buy
88,438
+10,690
+14% +$357K 0.13% 158
2020
Q1 		$2.35M Buy
77,748
+5,301
+7% +$182K 0.13% 172
2019
Q4 		$2.64M Buy
72,447
+62,517
+630% +$2.18M 0.11% 182
2019
Q3 		$333K Buy
9,930
+247
+3% +$8.16K 0.01% 659
2019
Q2 		$317K Buy
+9,683
New +$315K 0.01% 688
2019
Q1 		– Sell
-7,976
Closed -$221K – 1261
2018
Q4 		$221K Buy
7,976
+333
+4% +$9.85K 0.01% 728
2018
Q3 		$245K Buy
+7,643
New +$247K 0.01% 804

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $4.96B AUM 27.52% 1-Year Est. Return
Creative Planning
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Advisors's IHDG Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 260% in Q1 2024, buying an estimated $5.02M and bringing the position to 159,266 shares worth $7.32M. The position accounts for 0.06% of the portfolio, ranked #338.

Cetera Advisors first reported a position in IHDG in Q3 2018 and has held it in 22 quarters since. 228 funds tracked by Wall St. Rank hold IHDG as of Q1 2024.

  • Cetera Advisors held 159,266 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $7.32M as of Q1 2024.
  • Cetera Advisors bought 115,040 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2024, an estimated $5.02M.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #338 holding.
  • Cetera Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2018 and has held it in 22 quarters since.
  • 228 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.