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

Foundations Investment 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
2024 Q2	–	Sell	-83,145	Closed	-$3.82M	–	772
2024 Q1	$3.82M	Buy	83,145 +1,862	+2%	+$81.3K	0.1%	162
2023 Q4	$3.49M	Buy	81,283 +7,571	+10%	+$300K	0.09%	161
2023 Q3	$2.86M	Buy	73,712 +10,295	+16%	+$407K	0.09%	179
2023 Q2	$2.55M	Buy	+63,417	New	+$2.54M	0.08%	162

Other funds holding IHDG

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

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

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

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

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

AAS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Foundations Investment Advisors's IHDG Position: Q2 2024 in Review

Foundations Investment Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2024, closing a stake of 83,145 shares — an estimated $3.82M sold.

Foundations Investment Advisors first reported a position in IHDG in Q2 2023 and held it in 4 quarters. The position peaked at $3.82M in Q1 2024. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

Foundations Investment Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Foundations Investment Advisors sold 83,145 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $3.82M.
Foundations Investment Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and held it in 4 quarters.
Foundations Investment Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.82M in Q1 2024.
233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.