Simplicity Solutions’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Simplicity Solutions’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	$511K	Sell	12,162 -190	-2%	-$7.54K	0.01%	660
2023 Q3	$478K	Sell	12,352 -7,133	-37%	-$282K	0.02%	611
2023 Q2	$783K	Buy	19,485 +3,235	+20%	+$130K	0.02%	533
2023 Q1	$641K	Buy	+16,250	New	+$619K	0.02%	613
2021 Q1	–	Sell	-93,991	Closed	-$3.7M	–	723
2020 Q4	$3.7M	Buy	93,991 +8,515	+10%	+$322K	0.05%	270
2020 Q3	$3.13M	Buy	85,476 +863	+1%	+$31.1K	0.06%	256
2020 Q2	$2.97M	Buy	84,613 +5,527	+7%	+$185K	0.06%	242
2020 Q1	$2.39M	Buy	79,086 +28,545	+56%	+$981K	0.07%	207
2019 Q4	$1.84M	Buy	50,541 +12,085	+31%	+$421K	0.06%	255
2019 Q3	$1.29M	Buy	+38,456	New	+$1.27M	0.05%	243

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Simplicity Solutions's IHDG Position: Q4 2023 in Review

Simplicity Solutions reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.5% in Q4 2023, selling an estimated $7.54K and leaving 12,162 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #660.

Simplicity Solutions first reported a position in IHDG in Q3 2019 and has held it in 10 quarters since. The position peaked at $3.7M in Q4 2020. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

Simplicity Solutions held 12,162 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $511K as of Q4 2023.
Simplicity Solutions sold 190 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $7.54K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #660 holding.
Simplicity Solutions first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2019 and has held it in 10 quarters since.
Simplicity Solutions's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.7M in Q4 2020.
209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.