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Impact Partnership Wealth’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Impact Partnership Wealth’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 		– Sell
-150
Closed -$6.89K – 440
2024
Q1 		$6.89K Hold
150
– – ﹤0.01% 477
2023
Q4 		$6.3K Hold
150
– – ﹤0.01% 558
2023
Q3 		$5.81K Buy
+150
New +$5.93K ﹤0.01% 670

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 22.9% 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

Impact Partnership Wealth's IHDG Position: Q2 2024 in Review

Impact Partnership Wealth sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2024, closing a stake of 150 shares — an estimated $6.89K sold.

Impact Partnership Wealth first reported a position in IHDG in Q3 2023 and held it in 3 quarters. The position peaked at $6.89K in Q1 2024. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

  • Impact Partnership Wealth reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 150 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $6.89K.
  • Impact Partnership Wealth first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6.89K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.