Clearwater Capital Advisors’s WisdomTree Japan Hedged Quality Dividend Growth Fund JHDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-18,341
Closed -$435K 198
2018
Q4
$435K Sell
18,341
-3,403
-16% -$88.9K 0.1% 149
2018
Q3
$629K Sell
21,744
-10,216
-32% -$284K 0.12% 134
2018
Q2
$885K Buy
31,960
+36
+0.1% +$1.02K 0.18% 104
2018
Q1
$892K Buy
31,924
+72
+0.2% +$2.06K 0.18% 100
2017
Q4
$922K Hold
31,852
0.2% 98
2017
Q3
$871K Sell
31,852
-1,250
-4% -$32.9K 0.2% 98
2017
Q2
$863K Hold
33,102
0.22% 91
2017
Q1
$813K Sell
33,102
-72
-0.2% -$1.79K 0.22% 93
2016
Q4
$818K Sell
33,174
-3,005
-8% -$70.8K 0.28% 82
2016
Q3
$802K Hold
36,179
0.28% 79
2016
Q2
$741K Buy
+36,179
New +$789K 0.27% 78

Clearwater Capital Advisors's JHDG Position: Q1 2019 in Review

Clearwater Capital Advisors sold out of WisdomTree Japan Hedged Quality Dividend Growth Fund (JHDG) in Q1 2019, closing a stake of 18,341 shares — an estimated $435K sold.

Clearwater Capital Advisors first reported a position in JHDG in Q2 2016 and held it in 11 quarters. The position peaked at $922K in Q4 2017. 0 funds tracked by Wall St. Rank hold JHDG as of Q1 2019.

  • Clearwater Capital Advisors reported no remaining WisdomTree Japan Hedged Quality Dividend Growth Fund position as of Q1 2019 after selling out during the quarter.
  • Clearwater Capital Advisors sold 18,341 WisdomTree Japan Hedged Quality Dividend Growth Fund shares in Q1 2019, an estimated $435K.
  • Clearwater Capital Advisors first reported a position in WisdomTree Japan Hedged Quality Dividend Growth Fund in Q2 2016 and held it in 11 quarters.
  • Clearwater Capital Advisors's WisdomTree Japan Hedged Quality Dividend Growth Fund position peaked at $922K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Quality Dividend Growth Fund as of Q1 2019.

Based on Clearwater Capital Advisors's 13F filing for Q1 2019, filed 13 May 2019.