SPC Financial Inc’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

SPC Financial Inc’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
2022 Q4	–	Sell	-734,425	Closed	-$26.4M	–	204
2022 Q3	$26.4M	Buy	734,425 +12,633	+2%	+$489K	3.28%	3
2022 Q2	$27M	Sell	721,792 -13,291	-2%	-$541K	3.33%	3
2022 Q1	$31.6M	Buy	735,083 +23,334	+3%	+$1M	3.66%	4
2021 Q4	$32.6M	Buy	711,749 +15,879	+2%	+$709K	3.63%	4
2021 Q3	$30M	Buy	695,870 +30,418	+5%	+$1.38M	3.72%	4
2021 Q2	$29.4M	Buy	665,452 +333,781	+101%	+$14.4M	3.56%	4
2021 Q1	$13.7M	Buy	331,671 +95,137	+40%	+$3.87M	1.81%	20
2020 Q4	$9.3M	Buy	236,534 +57,071	+32%	+$2.16M	1.31%	22
2020 Q3	$6.56M	Buy	179,463 +83,997	+88%	+$3.02M	1.13%	24
2020 Q2	$3.35M	Buy	95,466 +11,593	+14%	+$388K	0.7%	30
2020 Q1	$2.54M	Buy	+83,873	New	+$2.88M	0.65%	35

Other funds holding IHDG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

AAS

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

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SPC Financial Inc's IHDG Position: Q4 2022 in Review

SPC Financial Inc sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2022, closing a stake of 734,425 shares — an estimated $26.4M sold.

SPC Financial Inc first reported a position in IHDG in Q1 2020 and held it in 11 quarters. The position peaked at $32.6M in Q4 2021. 156 funds tracked by Wall St. Rank hold IHDG as of Q4 2022.

SPC Financial Inc reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
SPC Financial Inc sold 734,425 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2022, an estimated $26.4M.
SPC Financial Inc first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2020 and held it in 11 quarters.
SPC Financial Inc's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $32.6M in Q4 2021.
156 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2022.

Based on SPC Financial Inc's 13F filing for Q4 2022, filed 1 Feb 2023.