CIBC World Market’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

CIBC World Market’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	-7,945	Closed	-$308K	–	1280
2023 Q3	$308K	Sell	7,945 -985	-11%	-$39K	﹤0.01%	1021
2023 Q2	$359K	Sell	8,930 -150	-2%	-$6.01K	﹤0.01%	996
2023 Q1	$358K	Hold	9,080	–	–	﹤0.01%	1004
2022 Q4	$324K	Buy	+9,080	New	+$344K	﹤0.01%	1041
2017 Q3	–	Sell	-10,497	Closed	-$311K	–	924
2017 Q2	$311K	Buy	+10,497	New	+$312K	﹤0.01%	966

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CIBC World Market's IHDG Position: Q4 2023 in Review

CIBC World Market sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2023, closing a stake of 7,945 shares — an estimated $308K sold.

CIBC World Market first reported a position in IHDG in Q2 2017 and held it in 5 quarters. The position peaked at $359K in Q2 2023. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

CIBC World Market reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
CIBC World Market sold 7,945 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $308K.
CIBC World Market first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2017 and held it in 5 quarters.
CIBC World Market's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $359K in Q2 2023.
209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on CIBC World Market's 13F filing for Q4 2023, filed 13 Feb 2024.