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

Lloyd 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
2021
Q3 		– Sell
-749
Closed -$33K – 405
2021
Q2 		$33K Buy
+749
New +$32.4K 0.02% 201

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AIC
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Lloyd Advisory Services's IHDG Position: Q3 2021 in Review

Lloyd Advisory Services sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2021, closing a stake of 749 shares — an estimated $33K sold.

Lloyd Advisory Services first reported a position in IHDG in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 127 funds tracked by Wall St. Rank hold IHDG as of Q3 2021.

  • Lloyd Advisory Services reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 749 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2021, an estimated $33K.
  • Lloyd Advisory Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2021 and held it in 1 quarter.
  • Lloyd Advisory Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $33K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.