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

Ten Capital 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 Q2	–	Sell	-2,085	Closed	-$82.2K	–	344
2023 Q1	$82.2K	Sell	2,085 -871	-29%	-$33.2K	0.03%	180
2022 Q4	$105K	Sell	2,956 -492	-14%	-$18.6K	0.04%	130
2022 Q3	$124K	Hold	3,448	–	–	0.06%	107
2022 Q2	$129K	Buy	3,448 +7	+0.2%	+$285	0.06%	105
2022 Q1	$148K	Sell	3,441 -834	-20%	-$35.8K	0.06%	93
2021 Q4	$196K	Sell	4,275 -233	-5%	-$10.4K	0.08%	70
2021 Q3	$195K	Sell	4,508 -74	-2%	-$3.35K	0.09%	70
2021 Q2	$202K	Sell	4,582 -50	-1%	-$2.16K	0.05%	130
2021 Q1	$191K	Sell	4,632 -1,925	-29%	-$78.3K	0.05%	129
2020 Q4	$258K	Sell	6,557 -821	-11%	-$31.1K	0.07%	117
2020 Q3	$270K	Buy	+7,378	New	+$266K	0.09%	97

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ten Capital Wealth Advisors's IHDG Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2023, closing a stake of 2,085 shares — an estimated $82.2K sold.

Ten Capital Wealth Advisors first reported a position in IHDG in Q3 2020 and held it in 11 quarters. The position peaked at $270K in Q3 2020. 182 funds tracked by Wall St. Rank hold IHDG as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 2,085 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2023, an estimated $82.2K.
Ten Capital Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2020 and held it in 11 quarters.
Ten Capital Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $270K in Q3 2020.
182 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.