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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-62,114	Closed	-$2.83M	–	1126
2024 Q2	$2.83M	Buy	+62,114	New	+$2.83M	0.07%	272
2023 Q4	–	Sell	-33,673	Closed	-$1.3M	–	983
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

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Kingsview Wealth Management's IHDG Position: Q3 2024 in Review

Kingsview Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2024, closing a stake of 62,114 shares — an estimated $2.83M sold.

Kingsview Wealth Management first reported a position in IHDG in Q2 2020 and held it in 10 quarters. The position peaked at $2.83M in Q2 2024. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

Kingsview Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 62,114 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $2.83M.
Kingsview Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2020 and held it in 10 quarters.
Kingsview Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.83M in Q2 2024.
239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.