Calton & Associates’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Calton & Associates’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 Q1	–	Sell	-2,075	Closed	-$68K	–	790
2017 Q4	$68K	Buy	+2,075	New	+$65.2K	0.02%	581

Other funds holding IHDG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Calton & Associates's IHDG Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2018, closing a stake of 2,075 shares — an estimated $68K sold.

Calton & Associates first reported a position in IHDG in Q4 2017 and held it in 1 quarter. The position peaked at $68K in Q4 2017. 82 funds tracked by Wall St. Rank hold IHDG as of Q1 2018.

Calton & Associates reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 2,075 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2018, an estimated $68K.
Calton & Associates first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $68K in Q4 2017.
82 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.