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Riverview Trust Company’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-90
Closed -$3.55K – 717
2023
Q1 		$3.55K Buy
+90
New +$3.43K ﹤0.01% 691

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Riverview Trust Company's IHDG Position: Q2 2023 in Review

Riverview Trust Company sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2023, closing a stake of 90 shares — an estimated $3.55K sold.

Riverview Trust Company first reported a position in IHDG in Q1 2023 and held it in 1 quarter. The position peaked at $3.55K in Q1 2023. 182 funds tracked by Wall St. Rank hold IHDG as of Q2 2023.

  • Riverview Trust Company reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 90 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2023, an estimated $3.55K.
  • Riverview Trust Company first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and held it in 1 quarter.
  • Riverview Trust Company's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.55K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.