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

Stratos Wealth 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
2023 Q4	–	Sell	-68,008	Closed	-$2.63M	–	711
2023 Q3	$2.63M	Sell	68,008 -20,813	-23%	-$823K	0.17%	158
2023 Q2	$3.57M	Buy	88,821 +2,041	+2%	+$81.7K	0.25%	110
2023 Q1	$3.42M	Buy	86,780 +29,536	+52%	+$1.13M	0.26%	110
2022 Q4	$2.04M	Buy	57,244 +31,523	+123%	+$1.19M	0.17%	173
2022 Q3	$923K	Buy	+25,721	New	+$996K	0.1%	255

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

Stratos Wealth Advisors's IHDG Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2023, closing a stake of 68,008 shares — an estimated $2.63M sold.

Stratos Wealth Advisors first reported a position in IHDG in Q3 2022 and held it in 5 quarters. The position peaked at $3.57M in Q2 2023. 209 funds tracked by Wall St. Rank hold IHDG as of Q4 2023.

Stratos Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 68,008 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2023, an estimated $2.63M.
Stratos Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2022 and held it in 5 quarters.
Stratos Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.57M 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 Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.