CXI Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

CXI Advisors’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
2019 Q4	$15K	Buy	+401	New	+$14K	0.03%	80

Other funds holding IHDG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

SAM

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

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

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

CXI Advisors's IHDG Position: Q4 2019 in Review

CXI Advisors opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2019: 401 shares worth $15K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

88 funds tracked by Wall St. Rank hold IHDG as of Q4 2019.

CXI Advisors held 401 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $15K as of Q4 2019.
WisdomTree International Hedged Quality Dividend Growth Fund was a new CXI Advisors position in Q4 2019.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.03% of CXI Advisors's portfolio in Q4 2019, its #80 holding.
88 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.