RBC
IHDG icon

Romano Brothers & Co’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Romano Brothers & Co’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
-178
Closed -$6.34K – 603
2022
Q4 		$6.34K Buy
+178
New +$6.74K ﹤0.01% 796

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

Romano Brothers & Co's IHDG Position: Q1 2023 in Review

Romano Brothers & Co sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2023, closing a stake of 178 shares — an estimated $6.34K sold.

Romano Brothers & Co first reported a position in IHDG in Q4 2022 and held it in 1 quarter. The position peaked at $6.34K in Q4 2022. 158 funds tracked by Wall St. Rank hold IHDG as of Q1 2023.

  • Romano Brothers & Co reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 178 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2023, an estimated $6.34K.
  • Romano Brothers & Co first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6.34K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.