M&R Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

M&R Capital Management’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 Q1	–	Sell	-1,000	Closed	-$35.6K	–	625
2022 Q4	$35.6K	Hold	1,000	–	–	0.01%	253
2022 Q3	$35K	Hold	1,000	–	–	0.01%	241
2022 Q2	$37K	Hold	1,000	–	–	0.01%	247
2022 Q1	$42K	Hold	1,000	–	–	0.01%	248
2021 Q4	$45K	Hold	1,000	–	–	0.01%	241
2021 Q3	$43K	Hold	1,000	–	–	0.01%	241
2021 Q2	$44K	Hold	1,000	–	–	0.01%	246
2021 Q1	$41K	Hold	1,000	–	–	0.01%	238
2020 Q4	$39K	Hold	1,000	–	–	0.01%	255
2020 Q3	$36K	Hold	1,000	–	–	0.01%	266
2020 Q2	$35K	Hold	1,000	–	–	0.01%	268
2020 Q1	$30K	Hold	1,000	–	–	0.01%	272
2019 Q4	$36K	Hold	1,000	–	–	0.01%	286
2019 Q3	$33K	Hold	1,000	–	–	0.01%	310
2019 Q2	$32K	Hold	1,000	–	–	0.01%	317
2019 Q1	$33K	Hold	1,000	–	–	0.01%	320
2018 Q4	$27K	Hold	1,000	–	–	0.01%	323
2018 Q3	$32K	Sell	1,000 -200	-17%	-$6.46K	0.01%	335
2018 Q2	$38K	Hold	1,200	–	–	0.01%	311
2018 Q1	$37K	Hold	1,200	–	–	0.01%	330
2017 Q4	$38K	Hold	1,200	–	–	0.01%	327
2017 Q3	$36K	Hold	1,200	–	–	0.01%	329
2017 Q2	$35K	Buy	+1,200	New	+$35.7K	0.01%	327

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

M&R Capital Management's IHDG Position: Q1 2023 in Review

M&R Capital Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2023, closing a stake of 1,000 shares — an estimated $35.6K sold.

M&R Capital Management first reported a position in IHDG in Q2 2017 and held it in 23 quarters. The position peaked at $45K in Q4 2021. 158 funds tracked by Wall St. Rank hold IHDG as of Q1 2023.

M&R Capital Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 1,000 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2023, an estimated $35.6K.
M&R Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2017 and held it in 23 quarters.
M&R Capital Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $45K in Q4 2021.
158 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.