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Econ Financial Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Econ Financial Services’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
Q2 		$1.15M Buy
+35,162
New +$1.15M 1.59% 21

Other funds holding IHDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PW
Price Wealth Austin, Texas $357M AUM 7% 1-Year Est. Return

Econ Financial Services's IHDG Position: Q2 2019 in Review

Econ Financial Services opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2019: 35,162 shares worth $1.15M. The stake represents 1.59% of the portfolio and ranks #21 among its holdings.

73 funds tracked by Wall St. Rank hold IHDG as of Q2 2019.

  • Econ Financial Services held 35,162 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.15M as of Q2 2019.
  • WisdomTree International Hedged Quality Dividend Growth Fund was a new Econ Financial Services position in Q2 2019.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 1.59% of Econ Financial Services's portfolio in Q2 2019, its #21 holding.
  • 73 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.