Financial Architects (New Jersey)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Financial Architects (New Jersey)’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
2017 Q4	–	Sell	-400	Closed	-$12K	–	1535
2017 Q3	$12K	Buy	+400	New	+$12K	﹤0.01%	1077

Other funds holding IHDG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WMG

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

Financial Architects (New Jersey)'s IHDG Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2017, closing a stake of 400 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in IHDG in Q3 2017 and held it in 1 quarter. The position peaked at $12K in Q3 2017. 81 funds tracked by Wall St. Rank hold IHDG as of Q4 2017.

Financial Architects (New Jersey) reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 400 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2017, an estimated $12K.
Financial Architects (New Jersey) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2017 and held it in 1 quarter.
Financial Architects (New Jersey)'s WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $12K in Q3 2017.
81 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.