Clear Harbor Asset Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

Clear Harbor Asset Management’s Portfolio IQDG Stock Details IQDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,275	Closed	-$74.2K	–	512
2020 Q3	$74.2K	Buy	+2,275	New	+$72.8K	0.01%	349
2020 Q1	–	Sell	-2,275	Closed	-$72.7K	–	467
2019 Q4	$72.7K	Buy	+2,275	New	+$69K	0.01%	375

Other funds holding IQDG

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Harbor Asset Management's IQDG Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of WisdomTree International Quality Dividend Growth Fund (IQDG) in Q4 2020, closing a stake of 2,275 shares — an estimated $74.2K sold.

Clear Harbor Asset Management first reported a position in IQDG in Q4 2019 and held it in 2 quarters. The position peaked at $74.2K in Q3 2020. 34 funds tracked by Wall St. Rank hold IQDG as of Q4 2020.

Clear Harbor Asset Management reported no remaining WisdomTree International Quality Dividend Growth Fund position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 2,275 WisdomTree International Quality Dividend Growth Fund shares in Q4 2020, an estimated $74.2K.
Clear Harbor Asset Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q4 2019 and held it in 2 quarters.
Clear Harbor Asset Management's WisdomTree International Quality Dividend Growth Fund position peaked at $74.2K in Q3 2020.
34 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.