Stratos Investment Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Stratos Investment Management’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	-8,916	Closed	-$345K	–	186
2023 Q3	$345K	Sell	8,916 -1,535	-15%	-$60.7K	0.05%	128
2023 Q2	$420K	Sell	10,451 -152	-1%	-$6.09K	0.06%	124
2023 Q1	$418K	Buy	10,603 +3,725	+54%	+$142K	0.07%	119
2022 Q4	$245K	Buy	+6,878	New	+$260K	0.04%	144

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

AAS

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

PAG

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

Stratos Investment Management's IHDG Position: Q4 2023 in Review

Stratos Investment Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2023, closing a stake of 8,916 shares — an estimated $345K sold.

Stratos Investment Management first reported a position in IHDG in Q4 2022 and held it in 4 quarters. The position peaked at $420K in Q2 2023. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

Stratos Investment Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
Stratos Investment Management sold 8,916 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $345K.
Stratos Investment Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and held it in 4 quarters.
Stratos Investment Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $420K in Q2 2023.
209 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2023.

Based on Stratos Investment Management's 13F filing for Q4 2023, filed 24 Jan 2024.