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

Advocacy Wealth Management Services’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 Q1	–	Sell	-332	Closed	-$9K	–	155
2018 Q4	$9K	Hold	332	–	–	0.01%	122
2018 Q3	$11K	Buy	+332	New	+$10.7K	0.01%	123
2018 Q2	–	Sell	-332	Closed	-$10K	–	184
2018 Q1	$10K	Hold	332	–	–	0.01%	140
2017 Q4	$11K	Sell	332 -332	-50%	-$10.4K	0.01%	150
2017 Q3	$19K	Buy	664 +332	+100%	+$9.95K	0.01%	138
2017 Q2	$10K	Hold	332	–	–	﹤0.01%	189
2017 Q1	$9K	Sell	332 -21	-6%	-$577	﹤0.01%	219
2016 Q4	$9K	Hold	353	–	–	﹤0.01%	212
2016 Q3	$9K	Buy	+353	New	+$9.28K	﹤0.01%	274

Other funds holding IHDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

AIC

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Price Wealth Austin, Texas $357M AUM 7% 1-Year Est. Return

Advocacy Wealth Management Services's IHDG Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2019, closing a stake of 332 shares — an estimated $9K sold.

Advocacy Wealth Management Services first reported a position in IHDG in Q3 2016 and held it in 9 quarters. The position peaked at $19K in Q3 2017. 74 funds tracked by Wall St. Rank hold IHDG as of Q1 2019.

Advocacy Wealth Management Services reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 332 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2019, an estimated $9K.
Advocacy Wealth Management Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2016 and held it in 9 quarters.
Advocacy Wealth Management Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $19K in Q3 2017.
74 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.