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

Diversified’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 Q3	–	Sell	-6,096	Closed	-$228K	–	124
2022 Q2	$228K	Sell	6,096 -343	-5%	-$14K	0.09%	90
2022 Q1	$276K	Sell	6,439 -508	-7%	-$21.8K	0.11%	93
2021 Q4	$318K	Buy	6,947 +23	+0.3%	+$1.03K	0.13%	85
2021 Q3	$299K	Buy	6,924 +64	+0.9%	+$2.9K	0.16%	81
2021 Q2	$303K	Sell	6,860 -582	-8%	-$25.1K	0.17%	79
2021 Q1	$307K	Sell	7,442 -977	-12%	-$39.7K	0.24%	71
2020 Q4	$308K	Buy	+8,419	New	+$319K	0.26%	64

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Diversified's IHDG Position: Q3 2022 in Review

Diversified sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2022, closing a stake of 6,096 shares — an estimated $228K sold.

Diversified first reported a position in IHDG in Q4 2020 and held it in 7 quarters. The position peaked at $318K in Q4 2021. 141 funds tracked by Wall St. Rank hold IHDG as of Q3 2022.

Diversified reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Diversified sold 6,096 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2022, an estimated $228K.
Diversified first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and held it in 7 quarters.
Diversified's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $318K in Q4 2021.
141 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2022.

Based on Diversified's 13F filing for Q3 2022, filed 25 Oct 2022.