Fieldpoint Private Securities’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Fieldpoint Private Securities’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 Q3	–	Sell	-9,700	Closed	-$317K	–	714
2019 Q2	$317K	Buy	+9,700	New	+$316K	0.1%	193

Other funds holding IHDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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 $536M AUM 19.75% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fieldpoint Private Securities's IHDG Position: Q3 2019 in Review

Fieldpoint Private Securities sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2019, closing a stake of 9,700 shares — an estimated $317K sold.

Fieldpoint Private Securities first reported a position in IHDG in Q2 2019 and held it in 1 quarter. The position peaked at $317K in Q2 2019. 75 funds tracked by Wall St. Rank hold IHDG as of Q3 2019.

Fieldpoint Private Securities reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
Fieldpoint Private Securities sold 9,700 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2019, an estimated $317K.
Fieldpoint Private Securities first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2019 and held it in 1 quarter.
Fieldpoint Private Securities's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $317K in Q2 2019.
75 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2019.

Based on Fieldpoint Private Securities's 13F filing for Q3 2019, filed 7 Nov 2019.