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Oliver Lagore Vanvalin Investment Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q2 		– Sell
-69
Closed -$3.17K – 772
2024
Q1 		$3.17K Buy
+69
New +$3.01K ﹤0.01% 573
2023
Q3 		– Sell
-174
Closed -$6.99K – 874
2023
Q2 		$6.99K Buy
+174
New +$6.97K ﹤0.01% 528

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IHDG Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2024, closing a stake of 69 shares — an estimated $3.17K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IHDG in Q2 2023 and held it in 2 quarters. The position peaked at $6.99K in Q2 2023. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 69 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $3.17K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6.99K in Q2 2023.
  • 233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.