Ken Fisher
IHDG icon

Ken Fisher’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Ken Fisher’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
Q1 		– Sell
-8,593
Closed -$361K – 1001
2023
Q4 		$361K Buy
+8,593
New +$341K ﹤0.01% 835

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 $377B 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 $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ken Fisher's IHDG Position: Q1 2024 in Review

Ken Fisher sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2024, closing a stake of 8,593 shares — an estimated $361K sold.

Ken Fisher first reported a position in IHDG in Q4 2023 and held it in 1 quarter. The position peaked at $361K in Q4 2023. 228 funds tracked by Wall St. Rank hold IHDG as of Q1 2024.

  • Ken Fisher reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2024 after selling out during the quarter.
  • Ken Fisher sold 8,593 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2024, an estimated $361K.
  • Ken Fisher first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2023 and held it in 1 quarter.
  • Ken Fisher's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $361K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.