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Kelly Financial Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Kelly Financial 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
-80
Closed -$3.65K – 403
2024
Q2 		$3.65K Sell
80
-93
-54% -$4.23K ﹤0.01% 526
2024
Q1 		$7.95K Buy
+173
New +$7.56K ﹤0.01% 455

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Kelly Financial Services's IHDG Position: Q3 2024 in Review

Kelly Financial Services sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2024, closing a stake of 80 shares — an estimated $3.65K sold.

Kelly Financial Services first reported a position in IHDG in Q1 2024 and held it in 2 quarters. The position peaked at $7.95K in Q1 2024. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

  • Kelly Financial Services reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 80 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $3.65K.
  • Kelly Financial Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and held it in 2 quarters.
  • Kelly Financial Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $7.95K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.