HBW Advisory Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

HBW Advisory Services’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	-21,300	Closed	-$971K	–	381
2024 Q2	$971K	Buy	21,300 +2,593	+14%	+$118K	0.16%	139
2024 Q1	$786K	Hold	18,707	–	–	0.15%	142
2023 Q4	$786K	Buy	18,707 +146	+0.8%	+$5.79K	0.15%	142
2023 Q3	$719K	Buy	18,561 +1,723	+10%	+$68.2K	0.15%	142
2023 Q2	$676K	Buy	16,838 +8,421	+100%	+$337K	0.15%	149
2023 Q1	$332K	Buy	8,417 +336	+4%	+$12.8K	0.08%	193
2022 Q4	$288K	Buy	+8,081	New	+$306K	0.08%	207

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 22.9% 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

HBW Advisory Services's IHDG Position: Q3 2024 in Review

HBW Advisory Services sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2024, closing a stake of 21,300 shares — an estimated $971K sold.

HBW Advisory Services first reported a position in IHDG in Q4 2022 and held it in 7 quarters. The position peaked at $971K in Q2 2024. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

HBW Advisory Services reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
HBW Advisory Services sold 21,300 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $971K.
HBW Advisory Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and held it in 7 quarters.
HBW Advisory Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $971K in Q2 2024.
239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on HBW Advisory Services's 13F filing for Q3 2024, filed 4 Oct 2024.