Founders Capital Management (Texas)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Founders Capital Management (Texas)’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 Q1	–	Sell	-900	Closed	-$37.8K	–	370
2023 Q4	$37.8K	Hold	900	–	–	0.03%	164
2023 Q3	$34.9K	Hold	900	–	–	0.03%	168
2023 Q2	$36.2K	Buy	+900	New	+$36K	0.03%	167

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

RJFSA

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

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

Founders Capital Management (Texas)'s IHDG Position: Q1 2024 in Review

Founders Capital Management (Texas) sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2024, closing a stake of 900 shares — an estimated $37.8K sold.

Founders Capital Management (Texas) first reported a position in IHDG in Q2 2023 and held it in 3 quarters. The position peaked at $37.8K in Q4 2023. 228 funds tracked by Wall St. Rank hold IHDG as of Q1 2024.

Founders Capital Management (Texas) reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 900 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2024, an estimated $37.8K.
Founders Capital Management (Texas) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and held it in 3 quarters.
Founders Capital Management (Texas)'s WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $37.8K in Q4 2023.
228 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2024, filed 10 Apr 2024.