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

WJ 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
2024
Q4 		– Sell
-6,534
Closed -$299K – 80
2024
Q3 		$299K Hold
6,534
– – 0.11% 67
2024
Q2 		$298K Buy
+6,534
New +$297K 0.11% 70

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

WJ Wealth Management's IHDG Position: Q4 2024 in Review

WJ Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2024, closing a stake of 6,534 shares — an estimated $299K sold.

WJ Wealth Management first reported a position in IHDG in Q2 2024 and held it in 2 quarters. The position peaked at $299K in Q3 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q4 2024.

  • WJ Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
  • WJ Wealth Management sold 6,534 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2024, an estimated $299K.
  • WJ Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and held it in 2 quarters.
  • WJ Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $299K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2024.

Based on WJ Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.