Cumberland Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Cumberland Partners’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
2022 Q2	–	Sell	-11,000	Closed	-$472K	–	170
2022 Q1	$472K	Hold	11,000	–	–	0.04%	149
2021 Q4	$503K	Hold	11,000	–	–	0.04%	155
2021 Q3	$475K	Buy	+11,000	New	+$498K	0.04%	155

Other funds holding IHDG

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

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

SFI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Cumberland Partners's IHDG Position: Q2 2022 in Review

Cumberland Partners sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2022, closing a stake of 11,000 shares — an estimated $472K sold.

Cumberland Partners first reported a position in IHDG in Q3 2021 and held it in 3 quarters. The position peaked at $503K in Q4 2021. 138 funds tracked by Wall St. Rank hold IHDG as of Q2 2022.

Cumberland Partners reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
Cumberland Partners sold 11,000 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2022, an estimated $472K.
Cumberland Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2021 and held it in 3 quarters.
Cumberland Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $503K in Q4 2021.
138 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2022.

Based on Cumberland Partners's 13F filing for Q2 2022, filed 10 Aug 2022.