Money Concepts Capital’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Money Concepts Capital’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	-865	Closed	-$30.8K	–	1658
2022 Q4	$30.8K	Buy	+865	New	+$32.8K	﹤0.01%	1458
2022 Q2	–	Sell	-865	Closed	-$37K	–	2019
2022 Q1	$37K	Buy	+865	New	+$37.1K	﹤0.01%	1346

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

Money Concepts Capital's IHDG Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2023, closing a stake of 865 shares — an estimated $30.8K sold.

Money Concepts Capital first reported a position in IHDG in Q1 2022 and held it in 2 quarters. The position peaked at $37K in Q1 2022. 158 funds tracked by Wall St. Rank hold IHDG as of Q1 2023.

Money Concepts Capital reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 865 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2023, an estimated $30.8K.
Money Concepts Capital first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $37K in Q1 2022.
158 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.