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ICA Group Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

ICA Group Wealth Management’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
Q2 		$39K Buy
855
+107
+14% +$4.87K 0.02% 273
2024
Q1 		$34.4K Buy
748
+75
+11% +$3.28K 0.01% 636
2023
Q4 		$28.3K Buy
+673
New +$26.7K 0.01% 638
2023
Q3 		– Sell
-259
Closed -$10.4K – 685
2023
Q2 		$10.4K Buy
+259
New +$10.4K ﹤0.01% 833

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ICA Group Wealth Management's IHDG Position: Q2 2024 in Review

ICA Group Wealth Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 14% in Q2 2024, buying an estimated $4.87K and bringing the position to 855 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #273.

ICA Group Wealth Management first reported a position in IHDG in Q2 2023 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

  • ICA Group Wealth Management held 855 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $39K as of Q2 2024.
  • ICA Group Wealth Management bought 107 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $4.87K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #273 holding.
  • ICA Group Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.