Global Wealth Strategies & Associates’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Global Wealth Strategies & Associates’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	-1	Closed	-$39	–	367
2023 Q4	$39	Hold	1	–	–	﹤0.01%	317
2023 Q3	$36	Hold	1	–	–	﹤0.01%	327
2023 Q2	$37	Hold	1	–	–	﹤0.01%	307
2023 Q1	$36	Hold	1	–	–	﹤0.01%	333
2022 Q4	$33	Buy	+1	New	+$38	﹤0.01%	332

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.58B AUM 18.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $374B AUM 17.66% 1-Year Est. Return

Global Wealth Strategies & Associates's IHDG Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2024, closing a stake of 1 share — an estimated $39 sold.

Global Wealth Strategies & Associates first reported a position in IHDG in Q4 2022 and held it in 5 quarters. The position peaked at $39 in Q4 2023. 228 funds tracked by Wall St. Rank hold IHDG as of Q1 2024.

Global Wealth Strategies & Associates reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
Global Wealth Strategies & Associates sold 1 WisdomTree International Hedged Quality Dividend Growth Fund share in Q1 2024, an estimated $39.
Global Wealth Strategies & Associates first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and held it in 5 quarters.
Global Wealth Strategies & Associates's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $39 in Q4 2023.
228 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.