Ameritas Investment Company’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Ameritas Investment Company’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
2021 Q3	$22M	Buy	509,144 +508,897	+206,031%	+$23.1M	1.01%	22
2021 Q2	$21.5M	Sell	247 -267,306	-100%	-$11.5M	1.03%	21
2021 Q1	$11M	Buy	+267,553	New	+$10.9M	0.96%	19
2020 Q2	–	Sell	-404,675	Closed	-$12M	–	925
2020 Q1	$12M	Buy	404,675 +36,408	+10%	+$1.25M	1.92%	9
2019 Q4	$13.4M	Buy	368,267 +168,817	+85%	+$5.89M	2.81%	3
2019 Q3	$6.9M	Buy	+199,450	New	+$6.59M	1.38%	11
2019 Q2	–	Sell	-235,685	Closed	-$7.59M	–	519
2019 Q1	$7.59M	Buy	235,685 +92,908	+65%	+$2.84M	1.4%	15
2018 Q4	$4.03M	Buy	+142,777	New	+$4.22M	0.87%	23

Other funds holding IHDG

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

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 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 $508M AUM 18.98% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SAM

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

Ameritas Investment Company's IHDG Position: Q3 2021 in Review

Ameritas Investment Company increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 206,031% in Q3 2021, buying an estimated $23.1M and bringing the position to 509,144 shares worth $22M. The position accounts for 1.01% of the portfolio, ranked #22.

Ameritas Investment Company first reported a position in IHDG in Q4 2018 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold IHDG as of Q3 2021.

Ameritas Investment Company held 509,144 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $22M as of Q3 2021.
Ameritas Investment Company bought 508,897 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2021, an estimated $23.1M.
WisdomTree International Hedged Quality Dividend Growth Fund made up 1.01% of Ameritas Investment Company's portfolio in Q3 2021, its #22 holding.
Ameritas Investment Company first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2018 and has held it in 8 quarters since.
127 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.