Fairview Capital Investment Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Fairview Capital Investment 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
2019 Q1	–	Sell	-14,077	Closed	-$391K	–	144
2018 Q4	$391K	Sell	14,077 -350	-2%	-$10.3K	0.02%	112
2018 Q3	$463K	Sell	14,427 -200	-1%	-$6.46K	0.03%	97
2018 Q2	$465K	Hold	14,627	–	–	0.03%	94
2018 Q1	$451K	Sell	14,627 -6,500	-31%	-$203K	0.03%	89
2017 Q4	$669K	Hold	21,127	–	–	0.04%	76
2017 Q3	$648K	Sell	21,127 -4,863	-19%	-$146K	0.04%	74
2017 Q2	$769K	Buy	+25,990	New	+$772K	0.05%	69

Other funds holding IHDG

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

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

CRC

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

SAM

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Price Wealth Austin, Texas $357M AUM 7% 1-Year Est. Return

Fairview Capital Investment Management's IHDG Position: Q1 2019 in Review

Fairview Capital Investment Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2019, closing a stake of 14,077 shares — an estimated $391K sold.

Fairview Capital Investment Management first reported a position in IHDG in Q2 2017 and held it in 7 quarters. The position peaked at $769K in Q2 2017. 74 funds tracked by Wall St. Rank hold IHDG as of Q1 2019.

Fairview Capital Investment Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2019 after selling out during the quarter.
Fairview Capital Investment Management sold 14,077 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2019, an estimated $391K.
Fairview Capital Investment Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2017 and held it in 7 quarters.
Fairview Capital Investment Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $769K in Q2 2017.
74 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2019.

Based on Fairview Capital Investment Management's 13F filing for Q1 2019, filed 14 May 2019.