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Capital Planning Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Capital Planning 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
2019
Q4 		– Sell
-3,843
Closed -$129K – 130
2019
Q3 		$129K Buy
+3,843
New +$127K 0.04% 124

Other funds holding IHDG

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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
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Capital Planning Advisors's IHDG Position: Q4 2019 in Review

Capital Planning Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2019, closing a stake of 3,843 shares — an estimated $129K sold.

Capital Planning Advisors first reported a position in IHDG in Q3 2019 and held it in 1 quarter. The position peaked at $129K in Q3 2019. 88 funds tracked by Wall St. Rank hold IHDG as of Q4 2019.

  • Capital Planning Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 3,843 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2019, an estimated $129K.
  • Capital Planning Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2019 and held it in 1 quarter.
  • Capital Planning Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $129K in Q3 2019.
  • 88 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.