LFAS
IHDG icon

Level Four Advisory Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Level Four Advisory Services’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
Q2 		– Sell
-51,960
Closed -$2.18M – 810
2024
Q1 		$2.18M Buy
51,960
+2,372
+5% +$104K 0.12% 188
2023
Q4 		$2.08M Buy
49,588
+4,014
+9% +$159K 0.12% 194
2023
Q3 		$1.77M Buy
45,574
+4,750
+12% +$188K 0.11% 202
2023
Q2 		$1.64M Buy
40,824
+14,996
+58% +$601K 0.1% 220
2023
Q1 		$1.02M Sell
25,828
-14,584
-36% -$556K 0.07% 276
2022
Q4 		$1.44M Buy
+40,412
New +$1.53M 0.11% 198

Other funds holding IHDG

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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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return