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

FDx Advisors’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
Q3 		– Sell
-398,206
Closed -$16M – 700
2023
Q2 		$16M Buy
398,206
+137,593
+53% +$5.51M 0.88% 22
2023
Q1 		$9.29M Hold
260,613
– – 0.4% 62
2022
Q4 		$9.29M Sell
260,613
-163,412
-39% -$6.19M 0.4% 62
2022
Q3 		$15.2M Sell
424,025
-2,934
-0.7% -$114K 0.68% 32
2022
Q2 		$16M Buy
426,959
+2,568
+0.6% +$105K 0.6% 35
2022
Q1 		$18.2M Buy
424,391
+24,870
+6% +$1.07M 0.62% 34
2021
Q4 		$18.3M Buy
399,521
+78,531
+24% +$3.5M 0.51% 45
2021
Q3 		$13.9M Buy
320,990
+100,443
+46% +$4.55M 0.44% 48
2021
Q2 		$9.73M Sell
220,547
-5,924
-3% -$256K 0.32% 69
2021
Q1 		$9.35M Buy
226,471
+4,387
+2% +$178K 0.35% 66
2020
Q4 		$8.73M Sell
222,084
-70,599
-24% -$2.67M 0.36% 69
2020
Q3 		$10.7M Buy
292,683
+31,229
+12% +$1.12M 0.5% 47
2020
Q2 		$9.17M Sell
261,454
-26,342
-9% -$881K 0.48% 50
2020
Q1 		$8.71M Buy
287,796
+46,295
+19% +$1.59M 0.57% 45
2019
Q4 		$8.77M Buy
241,501
+104,260
+76% +$3.64M 0.48% 53
2019
Q3 		$4.61M Buy
137,241
+38,871
+40% +$1.28M 0.32% 74
2019
Q2 		$3.22M Buy
+98,370
New +$3.21M 0.13% 137

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FDx Advisors's IHDG Position: Q3 2023 in Review

FDx Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2023, closing a stake of 398,206 shares — an estimated $16M sold.

FDx Advisors first reported a position in IHDG in Q2 2019 and held it in 17 quarters. The position peaked at $18.3M in Q4 2021. 203 funds tracked by Wall St. Rank hold IHDG as of Q3 2023.

  • FDx Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 398,206 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2023, an estimated $16M.
  • FDx Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2019 and held it in 17 quarters.
  • FDx Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $18.3M in Q4 2021.
  • 203 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.