CX Institutional’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

CX Institutional’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 Q4	–	Sell	-28	Closed	-$1K	–	613
2021 Q3	$1K	Sell	28 -54	-66%	-$2.45K	﹤0.01%	940
2021 Q2	$4K	Hold	82	–	–	﹤0.01%	876
2021 Q1	$3K	Hold	82	–	–	﹤0.01%	812
2020 Q4	$3K	Sell	82 -16	-16%	-$606	﹤0.01%	801
2020 Q3	$4K	Sell	98 -161	-62%	-$5.8K	﹤0.01%	769
2020 Q2	$9K	Sell	259 -89,002	-100%	-$2.98M	﹤0.01%	578
2020 Q1	$2.7M	Buy	89,261 +4,673	+6%	+$161K	0.44%	54
2019 Q4	$3.07M	Sell	84,588 -2,130	-2%	-$74.3K	0.54%	43
2019 Q3	$2.92M	Sell	86,718 -37,998	-30%	-$1.26M	0.47%	55
2019 Q2	$4.08M	Buy	124,716 +7,325	+6%	+$239K	0.65%	39
2019 Q1	$3.78M	Buy	117,391 +7,565	+7%	+$231K	0.67%	42
2018 Q4	$3.06M	Buy	109,826 +38,354	+54%	+$1.13M	0.65%	40
2018 Q3	$2.29M	Buy	71,472 +6,398	+10%	+$207K	0.76%	45
2018 Q2	$2.07M	Buy	+65,074	New	+$2.07M	0.76%	44

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

CX Institutional's IHDG Position: Q4 2021 in Review

CX Institutional sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2021, closing a stake of 28 shares — an estimated $1K sold.

CX Institutional first reported a position in IHDG in Q2 2018 and held it in 14 quarters. The position peaked at $4.08M in Q2 2019. 136 funds tracked by Wall St. Rank hold IHDG as of Q4 2021.

CX Institutional reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
CX Institutional sold 28 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2021, an estimated $1K.
CX Institutional first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2018 and held it in 14 quarters.
CX Institutional's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.08M in Q2 2019.
136 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2021.

Based on CX Institutional's 13F filing for Q4 2021, filed 18 Jan 2022.