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	0.06%	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 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

PAG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

V Wealth Advisors's IHDG Position: Q3 2023 in Review

V Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2023, closing a stake of 9,520 shares — an estimated $382K sold.

V Wealth Advisors first reported a position in IHDG in Q2 2021 and held it in 9 quarters. The position peaked at $672K in Q4 2021. 203 funds tracked by Wall St. Rank hold IHDG as of Q3 2023.

V Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 9,520 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2023, an estimated $382K.
V Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2021 and held it in 9 quarters.
V Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $672K in Q4 2021.
203 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.