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Saxon Interests’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Saxon Interests’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
Q4 		– Sell
-119,003
Closed -$4.61M – 198
2023
Q3 		$4.61M Buy
+119,003
New +$4.71M 3.1% 6

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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Saxon Interests's IHDG Position: Q4 2023 in Review

Saxon Interests sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2023, closing a stake of 119,003 shares — an estimated $4.61M sold.

Saxon Interests first reported a position in IHDG in Q3 2023 and held it in 1 quarter. The position peaked at $4.61M in Q3 2023. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

  • Saxon Interests reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Saxon Interests sold 119,003 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $4.61M.
  • Saxon Interests first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and held it in 1 quarter.
  • Saxon Interests's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.61M in Q3 2023.
  • 209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on Saxon Interests's 13F filing for Q4 2023, filed 18 Jan 2024.