Client 1st Advisory Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Client 1st Advisory 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
2021 Q3	–	Sell	-4,557	Closed	-$201K	–	75
2021 Q2	$201K	Buy	+4,557	New	+$197K	0.1%	74
2020 Q3	–	Sell	-7,114	Closed	-$256K	–	59
2020 Q2	$256K	Sell	7,114 -45,362	-86%	-$1.52M	0.21%	50
2020 Q1	$1.59M	Sell	52,476 -21,667	-29%	-$745K	1.68%	18
2019 Q4	$2.69M	Buy	+74,143	New	+$2.59M	2.65%	10

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

Client 1st Advisory Group's IHDG Position: Q3 2021 in Review

Client 1st Advisory Group sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2021, closing a stake of 4,557 shares — an estimated $201K sold.

Client 1st Advisory Group first reported a position in IHDG in Q4 2019 and held it in 4 quarters. The position peaked at $2.69M in Q4 2019. 127 funds tracked by Wall St. Rank hold IHDG as of Q3 2021.

Client 1st Advisory Group reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
Client 1st Advisory Group sold 4,557 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2021, an estimated $201K.
Client 1st Advisory Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2019 and held it in 4 quarters.
Client 1st Advisory Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.69M in Q4 2019.
127 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2021.

Based on Client 1st Advisory Group's 13F filing for Q3 2021, filed 12 Nov 2021.