Kings Point Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Kings Point Capital 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
2022 Q1	–	Sell	-631	Closed	-$29K	–	613
2021 Q4	$29K	Buy	+631	New	+$28.2K	﹤0.01%	472

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Kings Point Capital Management's IHDG Position: Q1 2022 in Review

Kings Point Capital Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2022, closing a stake of 631 shares — an estimated $29K sold.

Kings Point Capital Management first reported a position in IHDG in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 142 funds tracked by Wall St. Rank hold IHDG as of Q1 2022.

Kings Point Capital Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 631 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2022, an estimated $29K.
Kings Point Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and held it in 1 quarter.
Kings Point Capital Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $29K in Q4 2021.
142 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.