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 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 22.96% 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

Latitude Advisors's IHDG Position: Q3 2024 in Review

Latitude Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2024, closing a stake of 4,569 shares — an estimated $208K sold.

Latitude Advisors first reported a position in IHDG in Q4 2020 and held it in 7 quarters. The position peaked at $957K in Q4 2021. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

Latitude Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
Latitude Advisors sold 4,569 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $208K.
Latitude Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and held it in 7 quarters.
Latitude Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $957K in Q4 2021.
239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on Latitude Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.