Advisor Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Advisor Group’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
2019 Q4	$56K	Buy	1,552 +1,087	+234%	+$37.9K	﹤0.01%	3344
2019 Q3	$15K	Sell	465 -206	-31%	-$6.81K	﹤0.01%	4121
2019 Q2	$22K	Sell	671 -1,357	-67%	-$44.2K	﹤0.01%	3931
2019 Q1	$65K	Buy	2,028 +1,409	+228%	+$43.1K	﹤0.01%	3193
2018 Q4	$17K	Sell	619 -34	-5%	-$1K	﹤0.01%	3915
2018 Q3	$21K	Hold	653	–	–	﹤0.01%	3865
2018 Q2	$21K	Sell	653 -2,244	-77%	-$71.5K	﹤0.01%	3684
2018 Q1	$89K	Sell	2,897 -128	-4%	-$4K	﹤0.01%	2640
2017 Q4	$96K	Buy	3,025 +615	+26%	+$19.3K	﹤0.01%	2611
2017 Q3	$73K	Buy	2,410 +684	+40%	+$20.5K	﹤0.01%	2659
2017 Q2	$51K	Buy	1,726 +143	+9%	+$4.25K	﹤0.01%	2842
2017 Q1	$45K	Sell	1,583 -153	-9%	-$4.21K	﹤0.01%	2801
2016 Q4	$45K	Sell	1,736 -757	-30%	-$19.5K	﹤0.01%	2690
2016 Q3	$66K	Buy	2,493 +2,477	+15,481%	+$65.1K	﹤0.01%	2300
2016 Q2	$0	Buy	+16	New	+$413	﹤0.01%	4439

Other funds holding IHDG

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

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

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Advisor Group's IHDG Position: Q4 2019 in Review

Advisor Group increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 234% in Q4 2019, buying an estimated $37.9K and bringing the position to 1,552 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

Advisor Group first reported a position in IHDG in Q2 2016 and has held it in 15 quarters since. The position peaked at $96K in Q4 2017. 88 funds tracked by Wall St. Rank hold IHDG as of Q4 2019.

Advisor Group held 1,552 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $56K as of Q4 2019.
Advisor Group bought 1,087 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2019, an estimated $37.9K.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3344 holding.
Advisor Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $96K in Q4 2017.
88 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.