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Valmark Advisers’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-6,346
Closed -$290K – 608
2024
Q3 		$290K Buy
+6,346
New +$287K ﹤0.01% 507

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers's IHDG Position: Q4 2024 in Review

Valmark Advisers sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2024, closing a stake of 6,346 shares — an estimated $290K sold.

Valmark Advisers first reported a position in IHDG in Q3 2024 and held it in 1 quarter. The position peaked at $290K in Q3 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q4 2024.

  • Valmark Advisers reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Valmark Advisers sold 6,346 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2024, an estimated $290K.
  • Valmark Advisers first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024 and held it in 1 quarter.
  • Valmark Advisers's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $290K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.