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Prosperity Consulting Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Prosperity Consulting 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
-7,890
Closed -$362K – 315
2024
Q1 		$362K Buy
+7,890
New +$345K 0.05% 251

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $171B AUM 24.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Prosperity Consulting Group's IHDG Position: Q2 2024 in Review

Prosperity Consulting Group sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2024, closing a stake of 7,890 shares — an estimated $362K sold.

Prosperity Consulting Group first reported a position in IHDG in Q1 2024 and held it in 1 quarter. The position peaked at $362K in Q1 2024. 233 funds tracked by Wall St. Rank hold IHDG as of Q2 2024.

  • Prosperity Consulting Group reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2024 after selling out during the quarter.
  • Prosperity Consulting Group sold 7,890 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2024, an estimated $362K.
  • Prosperity Consulting Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and held it in 1 quarter.
  • Prosperity Consulting Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $362K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2024.

Based on Prosperity Consulting Group's 13F filing for Q2 2024, filed 8 Aug 2024.