VitalStone Financial’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

VitalStone Financial’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	$1.19K	Sell	26 -124	-83%	-$5.6K	﹤0.01%	410
2024 Q2	$6.84K	Buy	150 +25	+20%	+$1.14K	0.01%	301
2024 Q1	$6K	Hold	125	–	–	﹤0.01%	324
2023 Q4	$5K	Hold	125	–	–	﹤0.01%	332
2023 Q3	$5K	Sell	125 -27,516	-100%	-$1.09M	﹤0.01%	306
2023 Q2	$1.1M	Buy	+27,641	New	+$1.11M	0.61%	28

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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 $147B AUM 18.73% 1-Year Est. Return

VitalStone Financial's IHDG Position: Q3 2024 in Review

VitalStone Financial reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 83% in Q3 2024, selling an estimated $5.6K and leaving 26 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

VitalStone Financial first reported a position in IHDG in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.1M in Q2 2023. 239 funds tracked by Wall St. Rank hold IHDG as of Q3 2024.

VitalStone Financial held 26 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.19K as of Q3 2024.
VitalStone Financial sold 124 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2024, an estimated $5.6K.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #410 holding.
VitalStone Financial first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and has held it in 6 quarters since.
VitalStone Financial's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.1M in Q2 2023.
239 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.