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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

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

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

PAG

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

Level Four Advisory Services's IHDG Position: Q2 2024 in Review

Level Four Advisory Services sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2024, closing a stake of 51,960 shares — an estimated $2.18M sold.

Level Four Advisory Services first reported a position in IHDG in Q4 2022 and held it in 6 quarters. The position peaked at $2.18M in Q1 2024. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

Level Four Advisory Services reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 51,960 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $2.18M.
Level Four Advisory Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and held it in 6 quarters.
Level Four Advisory Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.18M in Q1 2024.
233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.