CIBC Private Wealth Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

CIBC Private Wealth Group’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 Q3	–	Sell	-575	Closed	-$18K	–	1303
2018 Q2	$18K	Sell	575 -350	-38%	-$11.2K	﹤0.01%	1432
2018 Q1	$29K	Sell	925 -960	-51%	-$30K	﹤0.01%	1287
2017 Q4	$60K	Buy	+1,885	New	+$59.2K	﹤0.01%	1128

Other funds holding IHDG

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

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

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

CIBC Private Wealth Group's IHDG Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2018, closing a stake of 575 shares — an estimated $18K sold.

CIBC Private Wealth Group first reported a position in IHDG in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q4 2017. 74 funds tracked by Wall St. Rank hold IHDG as of Q3 2018.

CIBC Private Wealth Group reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 575 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2018, an estimated $18K.
CIBC Private Wealth Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and held it in 3 quarters.
CIBC Private Wealth Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $60K in Q4 2017.
74 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.