Corbenic Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Corbenic 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
2022 Q2	$2.81M	Sell	75,198 -103,110	-58%	-$4.2M	0.74%	28
2022 Q1	$7.66M	Sell	178,308 -20,842	-10%	-$894K	1.66%	21
2021 Q4	$9.11M	Buy	199,150 +69,505	+54%	+$3.1M	1.77%	12
2021 Q3	$5.6M	Buy	129,645 +2,024	+2%	+$91.7K	1.36%	25
2021 Q2	$5.63M	Buy	127,621 +6,807	+6%	+$294K	1.48%	24
2021 Q1	$4.99M	Sell	120,814 -2,119	-2%	-$86.2K	1.27%	24
2020 Q4	$4.83M	Buy	122,933 +695	+0.6%	+$26.3K	2%	16
2020 Q3	$4.47M	Sell	122,238 -631	-0.5%	-$22.7K	2.15%	14
2020 Q2	$4.31M	Buy	+122,869	New	+$4.11M	2.36%	10

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAS

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

Corbenic Partners's IHDG Position: Q2 2022 in Review

Corbenic Partners reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 58% in Q2 2022, selling an estimated $4.2M and leaving 75,198 shares worth $2.81M. The position accounts for 0.74% of the portfolio, ranked #28.

Corbenic Partners first reported a position in IHDG in Q2 2020 and has held it in 9 quarters since. The position peaked at $9.11M in Q4 2021. 138 funds tracked by Wall St. Rank hold IHDG as of Q2 2022.

Corbenic Partners held 75,198 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $2.81M as of Q2 2022.
Corbenic Partners sold 103,110 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2022, an estimated $4.2M.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.74% of Corbenic Partners's portfolio in Q2 2022, its #28 holding.
Corbenic Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2020 and has held it in 9 quarters since.
Corbenic Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $9.11M in Q4 2021.
138 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.