Concert Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Concert Wealth Management’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
2016 Q2	–	Sell	-84,890	Closed	-$2.18M	–	711
2016 Q1	$2.18M	Sell	84,890 -930	-1%	-$23.4K	0.29%	78
2015 Q4	$2.27M	Buy	85,820 +72,255	+533%	+$1.92M	0.3%	68
2015 Q3	$338K	Buy	+13,565	New	+$355K	0.05%	445

Other funds holding IHDG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SHJ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DPA

Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

PFM

PacWest Financial Management Phoenix, Arizona $169M AUM 8.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Concert Wealth Management's IHDG Position: Q2 2016 in Review

Concert Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2016, closing a stake of 84,890 shares — an estimated $2.18M sold.

Concert Wealth Management first reported a position in IHDG in Q3 2015 and held it in 3 quarters. The position peaked at $2.27M in Q4 2015. 49 funds tracked by Wall St. Rank hold IHDG as of Q2 2016.

Concert Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2016 after selling out during the quarter.
Concert Wealth Management sold 84,890 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2016, an estimated $2.18M.
Concert Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2015 and held it in 3 quarters.
Concert Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.27M in Q4 2015.
49 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.