Life Planning Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Life Planning Partners’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
2022 Q3	$21.3K	Hold	593	–	–	0.02%	118
2022 Q2	$22K	Hold	593	–	–	0.02%	118
2022 Q1	$25K	Buy	+593	New	+$25.4K	0.03%	111

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Life Planning Partners's IHDG Position: Q3 2022 in Review

Life Planning Partners held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q3 2022 at 593 shares worth $21.3K. The position accounts for 0.02% of the portfolio, ranked #118.

Life Planning Partners first reported a position in IHDG in Q1 2022 and has held it in 3 quarters since. The position peaked at $25K in Q1 2022. 141 funds tracked by Wall St. Rank hold IHDG as of Q3 2022.

Life Planning Partners held 593 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $21.3K as of Q3 2022.
Life Planning Partners left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q3 2022.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of Life Planning Partners's portfolio in Q3 2022, its #118 holding.
Life Planning Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2022 and has held it in 3 quarters since.
Life Planning Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $25K in Q1 2022.
141 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.