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PRW Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-7,567
Closed -$334K – 184
2021
Q2 		$334K Buy
+7,567
New +$327K 0.1% 196

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PRW Wealth Management's IHDG Position: Q3 2021 in Review

PRW Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2021, closing a stake of 7,567 shares — an estimated $334K sold.

PRW Wealth Management first reported a position in IHDG in Q2 2021 and held it in 1 quarter. The position peaked at $334K in Q2 2021. 127 funds tracked by Wall St. Rank hold IHDG as of Q3 2021.

  • PRW Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 7,567 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2021, an estimated $334K.
  • PRW Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $334K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.