EisnerAmper Wealth Management Corporate Benefits’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$331K	Hold	7,890	–	–	0.12%	54
2023 Q3	$306K	Hold	7,890	–	–	0.14%	50
2023 Q2	$317K	Hold	7,890	–	–	0.15%	45
2023 Q1	$311K	Hold	7,890	–	–	0.15%	45
2022 Q4	$281K	Hold	7,890	–	–	0.14%	48
2022 Q3	$283K	Hold	7,890	–	–	0.16%	38
2022 Q2	$295K	Buy	+7,890	New	+$321K	0.16%	39

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AAS

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's IHDG Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q4 2023 at 7,890 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #54.

EisnerAmper Wealth Management Corporate Benefits first reported a position in IHDG in Q2 2022 and has held it in 7 quarters since. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 7,890 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $331K as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q4 2023.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.12% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #54 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2022 and has held it in 7 quarters since.
209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.