Empirical Asset Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Empirical Asset Management’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 Q1	–	Sell	-16,563	Closed	-$590K	–	169
2022 Q4	$590K	Sell	16,563 -644	-4%	-$24.4K	0.62%	52
2022 Q3	$618K	Sell	17,207 -3,749	-18%	-$145K	0.67%	49
2022 Q2	$784K	Sell	20,956 -4,890	-19%	-$199K	0.83%	37
2022 Q1	$1.11M	Buy	25,846 +3,249	+14%	+$139K	1.06%	26
2021 Q4	$1.03M	Buy	+22,597	New	+$1.01M	1%	24

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

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

AAS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Empirical Asset Management's IHDG Position: Q1 2023 in Review

Empirical Asset Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2023, closing a stake of 16,563 shares — an estimated $590K sold.

Empirical Asset Management first reported a position in IHDG in Q4 2021 and held it in 5 quarters. The position peaked at $1.11M in Q1 2022. 158 funds tracked by Wall St. Rank hold IHDG as of Q1 2023.

Empirical Asset Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Empirical Asset Management sold 16,563 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2023, an estimated $590K.
Empirical Asset Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and held it in 5 quarters.
Empirical Asset Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.11M in Q1 2022.
158 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2023.

Based on Empirical Asset Management's 13F filing for Q1 2023, filed 18 Apr 2023.