Stewardship Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Stewardship Advisors’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 Q2	–	Sell	-4,895	Closed	-$210K	–	48
2022 Q1	$210K	Sell	4,895 -247	-5%	-$10.6K	0.08%	48
2021 Q4	$235K	Sell	5,142 -800	-13%	-$35.7K	0.08%	47
2021 Q3	$257K	Sell	5,942 -5,644	-49%	-$256K	0.1%	49
2021 Q2	$511K	Sell	11,586 -322	-3%	-$13.9K	0.19%	41
2021 Q1	$492K	Sell	11,908 -15,141	-56%	-$616K	0.19%	35
2020 Q4	$1.06M	Sell	27,049 -122,786	-82%	-$4.65M	0.43%	34
2020 Q3	$5.61M	Sell	149,835 -4,271	-3%	-$154K	2.8%	14
2020 Q2	$5.41M	Sell	154,106 -4,600	-3%	-$154K	3%	13
2020 Q1	$4.8M	Buy	158,706 +56,362	+55%	+$1.94M	3.12%	10
2019 Q4	$3.72M	Buy	+102,344	New	+$3.57M	2.34%	15

Other funds holding IHDG

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAS

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

Stewardship Advisors's IHDG Position: Q2 2022 in Review

Stewardship Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2022, closing a stake of 4,895 shares — an estimated $210K sold.

Stewardship Advisors first reported a position in IHDG in Q4 2019 and held it in 10 quarters. The position peaked at $5.61M in Q3 2020. 138 funds tracked by Wall St. Rank hold IHDG as of Q2 2022.

Stewardship Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
Stewardship Advisors sold 4,895 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2022, an estimated $210K.
Stewardship Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2019 and held it in 10 quarters.
Stewardship Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $5.61M in Q3 2020.
138 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2022.

Based on Stewardship Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.