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

Next Financial 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
2021 Q4	$95K	Buy	2,081 +667	+47%	+$29.8K	0.01%	1189
2021 Q3	$61K	Buy	1,414 +990	+233%	+$44.8K	﹤0.01%	1325
2021 Q2	$19K	Hold	424	–	–	﹤0.01%	1766
2021 Q1	$18K	Hold	424	–	–	﹤0.01%	1688
2020 Q4	$17K	Sell	424 -146	-26%	-$5.53K	﹤0.01%	1608
2020 Q3	$21K	Buy	+570	New	+$20.5K	﹤0.01%	1390
2020 Q2	–	Sell	-237	Closed	-$7K	–	1195
2020 Q1	$7K	Hold	237	–	–	﹤0.01%	1622
2019 Q4	$9K	Buy	+237	New	+$8.26K	﹤0.01%	1810

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

SFI

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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

AAS

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Next Financial Group's IHDG Position: Q4 2021 in Review

Next Financial Group increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 47% in Q4 2021, buying an estimated $29.8K and bringing the position to 2,081 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #1189.

Next Financial Group first reported a position in IHDG in Q4 2019 and has held it in 8 quarters since. 136 funds tracked by Wall St. Rank hold IHDG as of Q4 2021.

Next Financial Group held 2,081 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $95K as of Q4 2021.
Next Financial Group bought 667 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2021, an estimated $29.8K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1189 holding.
Next Financial Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2019 and has held it in 8 quarters since.
136 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.