Seaview Investment Managers’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Seaview Investment Managers’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 Q3	–	Sell	-79,561	Closed	-$3.2M	–	107
2023 Q2	$3.2M	Buy	+79,561	New	+$3.19M	1.04%	35
2022 Q4	–	Sell	-5,942	Closed	-$213K	–	97
2022 Q3	$213K	Buy	+5,942	New	+$230K	0.09%	76

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Seaview Investment Managers's IHDG Position: Q3 2023 in Review

Seaview Investment Managers sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2023, closing a stake of 79,561 shares — an estimated $3.2M sold.

Seaview Investment Managers first reported a position in IHDG in Q3 2022 and held it in 2 quarters. The position peaked at $3.2M in Q2 2023. 203 funds tracked by Wall St. Rank hold IHDG as of Q3 2023.

Seaview Investment Managers reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
Seaview Investment Managers sold 79,561 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2023, an estimated $3.2M.
Seaview Investment Managers first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2022 and held it in 2 quarters.
Seaview Investment Managers's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.2M in Q2 2023.
203 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2023.

Based on Seaview Investment Managers's 13F filing for Q3 2023, filed 26 Oct 2023.