TS Financial Group (TSFG)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

TS Financial Group (TSFG)’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
2024 Q3	–	Sell	-47	Closed	-$2K	–	809
2024 Q2	$2K	Hold	47	–	–	﹤0.01%	669
2024 Q1	$2K	Hold	47	–	–	﹤0.01%	662
2023 Q4	$2K	Hold	47	–	–	﹤0.01%	733
2023 Q3	$2K	Hold	47	–	–	﹤0.01%	824
2023 Q2	$2K	Hold	47	–	–	﹤0.01%	832
2023 Q1	$2K	Hold	47	–	–	﹤0.01%	816
2022 Q4	$2K	Hold	47	–	–	﹤0.01%	818
2022 Q3	$2K	Hold	47	–	–	﹤0.01%	794
2022 Q2	$2K	Hold	47	–	–	﹤0.01%	800
2022 Q1	$2K	Hold	47	–	–	﹤0.01%	786
2021 Q4	$2K	Hold	47	–	–	﹤0.01%	763
2021 Q3	$2K	Hold	47	–	–	﹤0.01%	750
2021 Q2	$2K	Hold	47	–	–	﹤0.01%	748
2021 Q1	$2K	Hold	47	–	–	﹤0.01%	678
2020 Q4	$2K	Hold	47	–	–	﹤0.01%	736
2020 Q3	$2K	Hold	47	–	–	﹤0.01%	664
2020 Q2	$2K	Hold	47	–	–	﹤0.01%	645
2020 Q1	$1K	Hold	47	–	–	﹤0.01%	716
2019 Q4	$2K	Sell	47 -93	-66%	-$3.24K	﹤0.01%	620
2019 Q3	$5K	Hold	140	–	–	﹤0.01%	524
2019 Q2	$5K	Hold	140	–	–	﹤0.01%	497
2019 Q1	$5K	Buy	+140	New	+$4.28K	﹤0.01%	480

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TS Financial Group (TSFG)'s IHDG Position: Q3 2024 in Review

TS Financial Group (TSFG) sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2024, closing a stake of 47 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in IHDG in Q1 2019 and held it in 22 quarters. The position peaked at $5K in Q3 2019. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

TS Financial Group (TSFG) reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 47 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $2K.
TS Financial Group (TSFG) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2019 and held it in 22 quarters.
TS Financial Group (TSFG)'s WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $5K in Q3 2019.
239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2024, filed 15 Oct 2024.