Cardinal Point Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Cardinal Point 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
2021 Q3	$10.2M	Buy	237,089 +4,709	+2%	+$213K	4.81%	8
2021 Q2	$10.3M	Buy	232,380 +7,138	+3%	+$308K	4.63%	9
2021 Q1	$9.3M	Buy	225,242 +24,207	+12%	+$984K	4.69%	9
2020 Q4	$7.9M	Buy	+201,035	New	+$7.61M	4.02%	9

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cardinal Point Wealth Management's IHDG Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 2% in Q3 2021, buying an estimated $213K and bringing the position to 237,089 shares worth $10.2M. The position accounts for 4.81% of the portfolio, ranked #8.

Cardinal Point Wealth Management first reported a position in IHDG in Q4 2020 and has held it in 4 quarters since. The position peaked at $10.3M in Q2 2021. 127 funds tracked by Wall St. Rank hold IHDG as of Q3 2021.

Cardinal Point Wealth Management held 237,089 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $10.2M as of Q3 2021.
Cardinal Point Wealth Management bought 4,709 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2021, an estimated $213K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 4.81% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #8 holding.
Cardinal Point Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and has held it in 4 quarters since.
Cardinal Point Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $10.3M in Q2 2021.
127 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.