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BDO Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

BDO Wealth Advisors’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
2017
Q3 		– Sell
-595
Closed -$18K – 491
2017
Q2 		$18K Buy
+595
New +$17.7K 0.01% 314

Other funds holding IHDG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

BDO Wealth Advisors's IHDG Position: Q3 2017 in Review

BDO Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2017, closing a stake of 595 shares — an estimated $18K sold.

BDO Wealth Advisors first reported a position in IHDG in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 74 funds tracked by Wall St. Rank hold IHDG as of Q3 2017.

  • BDO Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 595 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2017, an estimated $18K.
  • BDO Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $18K in Q2 2017.
  • 74 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.