VWA
IHDG icon

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

V 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
Q3 		– Sell
-9,520
Closed -$382K – 225
2023
Q2 		$382K Sell
9,520
-668
-7% -$26.8K 0.07% 239
2023
Q1 		$402K Sell
10,188
-725
-7% -$27.6K 0.08% 233
2022
Q4 		$389K Sell
10,913
-1,175
-10% -$44.5K 0.08% 235
2022
Q3 		$434K Sell
12,088
-326
-3% -$12.6K 0.09% 223
2022
Q2 		$465K Sell
12,414
-681
-5% -$27.7K 0.09% 228
2022
Q1 		$562K Sell
13,095
-1,585
-11% -$68K 0.09% 221
2021
Q4 		$672K Buy
14,680
+6
+0% +$268 0.1% 199
2021
Q3 		$633K Buy
14,674
+1,057
+8% +$47.9K 0.1% 216
2021
Q2 		$601K Buy
+13,617
New +$588K 0.1% 234

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return