MAV
IHDG icon

Mason & Associates (Virginia)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Mason & Associates (Virginia)’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
-51,834
Closed -$2.38M – 57
2024
Q1 		$2.38M Buy
+51,834
New +$2.26M 1.81% 23

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
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

Mason & Associates (Virginia)'s IHDG Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2024, closing a stake of 51,834 shares — an estimated $2.38M sold.

Mason & Associates (Virginia) first reported a position in IHDG in Q1 2024 and held it in 1 quarter. The position peaked at $2.38M in Q1 2024. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 51,834 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $2.38M.
  • Mason & Associates (Virginia) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.38M in Q1 2024.
  • 233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.