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

Urban 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
Q2 		$204K Buy
+5,446
New +$222K 0.69% 31

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Urban Wealth Management's IHDG Position: Q2 2022 in Review

Urban Wealth Management opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2022: 5,446 shares worth $204K. The stake represents 0.69% of the portfolio and ranks #31 among its holdings.

138 funds tracked by Wall St. Rank hold IHDG as of Q2 2022.

  • Urban Wealth Management held 5,446 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $204K as of Q2 2022.
  • WisdomTree International Hedged Quality Dividend Growth Fund was a new Urban Wealth Management position in Q2 2022.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.69% of Urban Wealth Management's portfolio in Q2 2022, its #31 holding.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.