New England Private Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

New England Private Wealth Advisors’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	-11,606	Closed	-$414K	–	109
2022 Q4	$414K	Buy	11,606 +1,014	+10%	+$38.4K	0.09%	76
2022 Q3	$380K	Buy	+10,592	New	+$410K	0.09%	75

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

New England Private Wealth Advisors's IHDG Position: Q1 2023 in Review

New England Private Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2023, closing a stake of 11,606 shares — an estimated $414K sold.

New England Private Wealth Advisors first reported a position in IHDG in Q3 2022 and held it in 2 quarters. The position peaked at $414K in Q4 2022. 158 funds tracked by Wall St. Rank hold IHDG as of Q1 2023.

New England Private Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
New England Private Wealth Advisors sold 11,606 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2023, an estimated $414K.
New England Private Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2022 and held it in 2 quarters.
New England Private Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $414K in Q4 2022.
158 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2023.

Based on New England Private Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.