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Raymond James Trust’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Raymond James Trust’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
2023
Q1 		– Sell
-6,428
Closed -$229K – 1177
2022
Q4 		$229K Hold
6,428
– – 0.01% 981
2022
Q3 		$231K Hold
6,428
– – 0.01% 914
2022
Q2 		$240K Buy
+6,428
New +$262K 0.01% 923

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Trust's IHDG Position: Q1 2023 in Review

Raymond James Trust sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2023, closing a stake of 6,428 shares — an estimated $229K sold.

Raymond James Trust first reported a position in IHDG in Q2 2022 and held it in 3 quarters. The position peaked at $240K in Q2 2022. 158 funds tracked by Wall St. Rank hold IHDG as of Q1 2023.

  • Raymond James Trust reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
  • Raymond James Trust sold 6,428 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2023, an estimated $229K.
  • Raymond James Trust first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2022 and held it in 3 quarters.
  • Raymond James Trust's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $240K in Q2 2022.
  • 158 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2023.

Based on Raymond James Trust's 13F filing for Q1 2023, filed 3 May 2023.