Patriot Financial Group Insurance Agency’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-336	Closed	-$13K	–	1119
2022 Q2	$13K	Buy	336 +89	+36%	+$3.62K	﹤0.01%	1156
2022 Q1	$11K	Sell	247 -167	-40%	-$7.16K	﹤0.01%	1315
2021 Q4	$19K	Buy	414 +19	+5%	+$848	﹤0.01%	1245
2021 Q3	$17K	Buy	395 +78	+25%	+$3.53K	﹤0.01%	1288
2021 Q2	$14K	Buy	317 +29	+10%	+$1.25K	﹤0.01%	1323
2021 Q1	$12K	Sell	288 -152	-35%	-$6.18K	﹤0.01%	1293
2020 Q4	$17K	Hold	440	–	–	﹤0.01%	1029
2020 Q3	$16K	Buy	440 +292	+197%	+$10.5K	0.01%	881
2020 Q2	$5K	Hold	148	–	–	﹤0.01%	1177
2020 Q1	$4K	Buy	148 +10	+7%	+$344	﹤0.01%	1129
2019 Q4	$5K	Hold	138	–	–	﹤0.01%	976
2019 Q3	$5K	Hold	138	–	–	﹤0.01%	940
2019 Q2	$5K	Hold	138	–	–	﹤0.01%	944
2019 Q1	$4K	Hold	138	–	–	﹤0.01%	895
2018 Q4	$4K	Hold	138	–	–	﹤0.01%	760
2018 Q3	$4K	Buy	+138	New	+$4.46K	﹤0.01%	776

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IHDG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2022, closing a stake of 336 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in IHDG in Q3 2018 and held it in 16 quarters. The position peaked at $19K in Q4 2021. 141 funds tracked by Wall St. Rank hold IHDG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 336 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2022, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $19K in Q4 2021.
141 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.