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

Cornerstone 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
2021 Q1	–	Sell	-5,407	Closed	-$213K	–	469
2020 Q4	$213K	Buy	+5,407	New	+$205K	0.03%	386

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Cornerstone Wealth Management's IHDG Position: Q1 2021 in Review

Cornerstone Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2021, closing a stake of 5,407 shares — an estimated $213K sold.

Cornerstone Wealth Management first reported a position in IHDG in Q4 2020 and held it in 1 quarter. The position peaked at $213K in Q4 2020. 117 funds tracked by Wall St. Rank hold IHDG as of Q1 2021.

Cornerstone Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
Cornerstone Wealth Management sold 5,407 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2021, an estimated $213K.
Cornerstone Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and held it in 1 quarter.
Cornerstone Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $213K in Q4 2020.
117 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2021.

Based on Cornerstone Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.