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Bartlett & Co Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Bartlett & Co 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
2018
Q2 		– Sell
-945
Closed -$29.2K – 742
2018
Q1 		$29.2K Buy
+945
New +$29.6K ﹤0.01% 487

Other funds holding IHDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Bartlett & Co Wealth Management's IHDG Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2018, closing a stake of 945 shares — an estimated $29.2K sold.

Bartlett & Co Wealth Management first reported a position in IHDG in Q1 2018 and held it in 1 quarter. The position peaked at $29.2K in Q1 2018. 76 funds tracked by Wall St. Rank hold IHDG as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 945 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2018, an estimated $29.2K.
  • Bartlett & Co Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $29.2K in Q1 2018.
  • 76 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.