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Opal Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Opal 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
2024
Q3 		– Sell
-429
Closed -$19.6K – 658
2024
Q2 		$19.6K Buy
+429
New +$19.5K 0.01% 516

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Opal Wealth Advisors's IHDG Position: Q3 2024 in Review

Opal Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2024, closing a stake of 429 shares — an estimated $19.6K sold.

Opal Wealth Advisors first reported a position in IHDG in Q2 2024 and held it in 1 quarter. The position peaked at $19.6K in Q2 2024. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

  • Opal Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 429 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $19.6K.
  • Opal Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $19.6K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.