Gladstone Institutional Advisory’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Gladstone Institutional Advisory’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	-4,936	Closed	-$207K	–	673
2023 Q4	$207K	Sell	4,936 -1,823	-27%	-$72.3K	0.01%	625
2023 Q3	$262K	Buy	+6,759	New	+$267K	0.02%	518

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 22.96% 1-Year Est. Return

Gladstone Institutional Advisory's IHDG Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2024, closing a stake of 4,936 shares — an estimated $207K sold.

Gladstone Institutional Advisory first reported a position in IHDG in Q3 2023 and held it in 2 quarters. The position peaked at $262K in Q3 2023. 228 funds tracked by Wall St. Rank hold IHDG as of Q1 2024.

Gladstone Institutional Advisory reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 4,936 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2024, an estimated $207K.
Gladstone Institutional Advisory first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and held it in 2 quarters.
Gladstone Institutional Advisory's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $262K in Q3 2023.
228 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.