Lee Financial Group Hawaii’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Lee Financial Group Hawaii’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
2023 Q4	–	Sell	-38,782	Closed	-$1.5M	–	32
2023 Q3	$1.5M	Buy	38,782 +21	+0.1%	+$831	1.38%	10
2023 Q2	$1.56M	Buy	+38,761	New	+$1.55M	1.42%	10

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lee Financial Group Hawaii's IHDG Position: Q4 2023 in Review

Lee Financial Group Hawaii sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2023, closing a stake of 38,782 shares — an estimated $1.5M sold.

Lee Financial Group Hawaii first reported a position in IHDG in Q2 2023 and held it in 2 quarters. The position peaked at $1.56M in Q2 2023. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

Lee Financial Group Hawaii reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 38,782 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $1.5M.
Lee Financial Group Hawaii first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and held it in 2 quarters.
Lee Financial Group Hawaii's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.56M in Q2 2023.
209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2023, filed 23 Jan 2024.