Morton Brown Family Wealth’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Morton Brown Family Wealth’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	–	Sell	-179	Closed	-$7K	–	272
2022 Q2	$7K	Hold	179	–	–	0.01%	123
2022 Q1	$8K	Hold	179	–	–	0.01%	110
2021 Q4	$8K	Buy	+179	New	+$7.99K	0.01%	126

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morton Brown Family Wealth's IHDG Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2022, closing a stake of 179 shares — an estimated $7K sold.

Morton Brown Family Wealth first reported a position in IHDG in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 141 funds tracked by Wall St. Rank hold IHDG as of Q3 2022.

Morton Brown Family Wealth reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 179 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2022, an estimated $7K.
Morton Brown Family Wealth first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and held it in 3 quarters.
Morton Brown Family Wealth's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $8K in Q1 2022.
141 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.