LA
IHDG icon

Latitude Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Latitude Advisors’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
-4,569
Closed -$208K – 195
2024
Q2 		$208K Buy
+4,569
New +$208K 0.13% 172
2022
Q2 		– Sell
-7,900
Closed -$339K – 218
2022
Q1 		$339K Sell
7,900
-13,008
-62% -$558K 0.08% 239
2021
Q4 		$957K Buy
20,908
+35
+0.2% +$1.56K 0.27% 76
2021
Q3 		$901K Buy
20,873
+10,550
+102% +$478K 0.29% 67
2021
Q2 		$455K Sell
10,323
-1,005
-9% -$43.4K 0.34% 66
2021
Q1 		$468K Sell
11,328
-4,069
-26% -$165K 0.38% 56
2020
Q4 		$605K Buy
+15,397
New +$583K 0.54% 46

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 $376B 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 $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return