Gradient Investments’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Gradient Investments’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 Q3	–	Sell	-783	Closed	-$35.7K	–	792
2024 Q2	$35.7K	Buy	+783	New	+$35.6K	﹤0.01%	541
2024 Q1	–	Hold	0	–	–	–	1188
2023 Q4	–	Sell	-1	Closed	-$39	–	1872
2023 Q3	$39	Buy	+1	New	+$40	﹤0.01%	1756
2023 Q1	–	Sell	-500	Closed	-$17.8K	–	1576
2022 Q4	$17.8K	Hold	500	–	–	﹤0.01%	708
2022 Q3	$18K	Hold	500	–	–	﹤0.01%	685
2022 Q2	$19K	Hold	500	–	–	﹤0.01%	657
2022 Q1	$21K	Hold	500	–	–	﹤0.01%	638
2021 Q4	$23K	Hold	500	–	–	﹤0.01%	631
2021 Q3	$22K	Hold	500	–	–	﹤0.01%	627
2021 Q2	$22K	Hold	500	–	–	﹤0.01%	622
2021 Q1	$21K	Hold	500	–	–	﹤0.01%	615
2020 Q4	$18K	Hold	500	–	–	﹤0.01%	592
2020 Q3	$18K	Hold	500	–	–	﹤0.01%	596
2020 Q2	$18K	Hold	500	–	–	﹤0.01%	545
2020 Q1	$15K	Hold	500	–	–	﹤0.01%	568
2019 Q4	$18K	Hold	500	–	–	﹤0.01%	581
2019 Q3	$17K	Hold	500	–	–	﹤0.01%	551
2019 Q2	$16K	Hold	500	–	–	﹤0.01%	550
2019 Q1	$16K	Hold	500	–	–	﹤0.01%	480
2018 Q4	$14K	Hold	500	–	–	﹤0.01%	516
2018 Q3	$16K	Hold	500	–	–	﹤0.01%	545
2018 Q2	$16K	Hold	500	–	–	﹤0.01%	523
2018 Q1	$15K	Hold	500	–	–	﹤0.01%	539
2017 Q4	$16K	Buy	+500	New	+$15.7K	﹤0.01%	512

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJFSA

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

PAG

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

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

Gradient Investments's IHDG Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2024, closing a stake of 783 shares — an estimated $35.7K sold.

Gradient Investments first reported a position in IHDG in Q4 2017 and held it in 23 quarters. The position peaked at $35.7K in Q2 2024. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

Gradient Investments reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 783 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $35.7K.
Gradient Investments first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and held it in 23 quarters.
Gradient Investments's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $35.7K in Q2 2024.
239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.