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

Clearwater Capital 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
2018
Q2 		– Sell
-1,348
Closed -$42K – 351
2018
Q1 		$42K Buy
+1,348
New +$42.2K 0.01% 307

Other funds holding IHDG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Clearwater Capital Advisors's IHDG Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2018, closing a stake of 1,348 shares — an estimated $42K sold.

Clearwater Capital Advisors first reported a position in IHDG in Q1 2018 and held it in 1 quarter. The position peaked at $42K in Q1 2018. 76 funds tracked by Wall St. Rank hold IHDG as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,348 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2018, an estimated $42K.
  • Clearwater Capital Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $42K in Q1 2018.
  • 76 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.