Total Clarity Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Total Clarity Wealth 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
2022 Q4	–	Sell	-41,281	Closed	-$1.48M	–	246
2022 Q3	$1.48M	Sell	41,281 -241	-0.6%	-$9.33K	0.93%	27
2022 Q2	$1.55M	Buy	41,522 +845	+2%	+$34.4K	0.8%	26
2022 Q1	$1.75M	Sell	40,677 -16,069	-28%	-$689K	0.96%	27
2021 Q4	$2.6M	Buy	56,746 +48,273	+570%	+$2.15M	1.18%	16
2021 Q3	$366K	Buy	8,473 +3	+0%	+$136	0.17%	135
2021 Q2	$374K	Sell	8,470 -13,264	-61%	-$573K	0.21%	137
2021 Q1	$897K	Sell	21,734 -3,702	-15%	-$151K	0.52%	46
2020 Q4	$1M	Sell	25,436 -13,152	-34%	-$498K	0.69%	40
2020 Q3	$1.41M	Buy	38,588 +5,338	+16%	+$192K	1.23%	22
2020 Q2	$1.17M	Buy	+33,250	New	+$1.11M	1.07%	28
2020 Q1	–	Sell	-36,503	Closed	-$1.33M	–	329
2019 Q4	$1.33M	Buy	+36,503	New	+$1.27M	0.99%	25

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

Total Clarity Wealth Management's IHDG Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2022, closing a stake of 41,281 shares — an estimated $1.48M sold.

Total Clarity Wealth Management first reported a position in IHDG in Q4 2019 and held it in 11 quarters. The position peaked at $2.6M in Q4 2021. 156 funds tracked by Wall St. Rank hold IHDG as of Q4 2022.

Total Clarity Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 41,281 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2022, an estimated $1.48M.
Total Clarity Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2019 and held it in 11 quarters.
Total Clarity Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.6M in Q4 2021.
156 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.