Lake Point Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Lake Point 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
2022 Q2	$23.7M	Sell	633,631 -38,903	-6%	-$1.58M	13.47%	1
2022 Q1	$28.9M	Buy	672,534 +11,833	+2%	+$507K	13.36%	2
2021 Q4	$30.2M	Buy	660,701 +19,074	+3%	+$851K	13.2%	2
2021 Q3	$27.7M	Buy	641,627 +12,249	+2%	+$555K	12.77%	3
2021 Q2	$27.8M	Buy	+629,378	New	+$27.2M	12.95%	3

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Point Wealth Management's IHDG Position: Q2 2022 in Review

Lake Point Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 5.8% in Q2 2022, selling an estimated $1.58M and leaving 633,631 shares worth $23.7M. The position accounts for 13.47% of the portfolio, ranked #1.

Lake Point Wealth Management first reported a position in IHDG in Q2 2021 and has held it in 5 quarters since. The position peaked at $30.2M in Q4 2021. 138 funds tracked by Wall St. Rank hold IHDG as of Q2 2022.

Lake Point Wealth Management held 633,631 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $23.7M as of Q2 2022.
Lake Point Wealth Management sold 38,903 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2022, an estimated $1.58M.
WisdomTree International Hedged Quality Dividend Growth Fund made up 13.47% of Lake Point Wealth Management's portfolio in Q2 2022, its #1 holding.
Lake Point Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $30.2M in Q4 2021.
138 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.