Newbridge Financial Services Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-145	Closed	-$5.73K	–	1396
2023 Q1	$5.73K	Hold	145	–	–	﹤0.01%	1036
2022 Q4	$5.17K	Buy	145 +4	+3%	+$151	﹤0.01%	1060
2022 Q3	$5K	Buy	141 +2	+1%	+$77	﹤0.01%	1044
2022 Q2	$5K	Hold	139	–	–	﹤0.01%	1008
2022 Q1	$6K	Hold	139	–	–	﹤0.01%	1059
2021 Q4	$6K	Hold	139	–	–	﹤0.01%	1030
2021 Q3	$6K	Buy	139 +70	+101%	+$3.17K	﹤0.01%	973
2021 Q2	$3K	Buy	+69	New	+$2.98K	﹤0.01%	1216

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Newbridge Financial Services Group's IHDG Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2023, closing a stake of 145 shares — an estimated $5.73K sold.

Newbridge Financial Services Group first reported a position in IHDG in Q2 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 182 funds tracked by Wall St. Rank hold IHDG as of Q2 2023.

Newbridge Financial Services Group reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 145 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2023, an estimated $5.73K.
Newbridge Financial Services Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6K in Q1 2022.
182 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.