CAPTRUST Financial Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

CAPTRUST Financial 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
2020 Q3	–	Sell	-31	Closed	-$1K	–	3137
2020 Q2	$1K	Buy	+31	New	+$1.04K	﹤0.01%	2709
2019 Q4	–	Sell	-2,029	Closed	-$68K	–	1382
2019 Q3	$68K	Hold	2,029	–	–	﹤0.01%	904
2019 Q2	$66K	Hold	2,029	–	–	﹤0.01%	885
2019 Q1	$65K	Buy	+2,029	New	+$62K	﹤0.01%	841

Other funds holding IHDG

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $536M AUM 19.75% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

CAPTRUST Financial Advisors's IHDG Position: Q3 2020 in Review

CAPTRUST Financial Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2020, closing a stake of 31 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in IHDG in Q1 2019 and held it in 4 quarters. The position peaked at $68K in Q3 2019. 103 funds tracked by Wall St. Rank hold IHDG as of Q3 2020.

CAPTRUST Financial Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
CAPTRUST Financial Advisors sold 31 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2020, an estimated $1K.
CAPTRUST Financial Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2019 and held it in 4 quarters.
CAPTRUST Financial Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $68K in Q3 2019.
103 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.