Harbour Capital Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Harbour Capital 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
2023 Q4	–	Sell	-6,874	Closed	-$266K	–	279
2023 Q3	$266K	Buy	+6,874	New	+$272K	0.08%	214
2023 Q2	–	Sell	-6,874	Closed	-$270K	–	270
2023 Q1	$270K	Buy	+6,874	New	+$262K	0.08%	211

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

RJFSA

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

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

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

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

AAS

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

PAG

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

Harbour Capital Advisors's IHDG Position: Q4 2023 in Review

Harbour Capital Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2023, closing a stake of 6,874 shares — an estimated $266K sold.

Harbour Capital Advisors first reported a position in IHDG in Q1 2023 and held it in 2 quarters. The position peaked at $270K in Q1 2023. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

Harbour Capital Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
Harbour Capital Advisors sold 6,874 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $266K.
Harbour Capital Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and held it in 2 quarters.
Harbour Capital Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $270K in Q1 2023.
209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on Harbour Capital Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.