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KWM
Kingsview Wealth Management’s
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
Stock Holding History
Kingsview Wealth Management’s Portfolio
IHDG Stock Details
IHDG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-62,114
Closed
-$2.83M
–
1127
2024
Q2
$2.83M
Buy
+62,114
New
+$2.83M
0.07%
272
2023
Q4
–
Sell
-33,673
Closed
-$1.3M
–
984
2023
Q3
$1.3M
Buy
+33,673
New
+$1.33M
0.05%
372
2022
Q2
–
Sell
-5,035
Closed
-$216K
–
859
2022
Q1
$216K
Sell
5,035
-1,905
-27%
-$81.7K
0.01%
797
2021
Q4
$318K
Sell
6,940
-567
-8%
-$25.3K
0.01%
705
2021
Q3
$324K
Hold
7,507
–
–
0.02%
664
2021
Q2
$332K
Hold
7,507
–
–
0.02%
672
2021
Q1
$313K
Hold
7,507
–
–
0.02%
625
2020
Q4
$295K
Buy
7,507
+400
+6%
+$15.1K
0.02%
558
2020
Q3
$260K
Buy
7,107
+560
+9%
+$20.2K
0.02%
510
2020
Q2
$230K
Buy
+6,547
New
+$219K
0.02%
491
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19.32%
1-Year Est. Return
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24.88%
1-Year Est. Return
Ameriprise
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$431B AUM
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
AAS
Ameritas Advisory Services
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$2.58B AUM
18.84%
1-Year Est. Return
RJFSA
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$75B AUM
31.89%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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