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IHDG icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return