FineMark National Bank & Trust’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

FineMark National Bank & Trust’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
2018 Q3	–	Sell	-9,430	Closed	-$300K	–	366
2018 Q2	$300K	Hold	9,430	–	–	0.02%	318
2018 Q1	$291K	Hold	9,430	–	–	0.02%	312
2017 Q4	$299K	Hold	9,430	–	–	0.02%	298
2017 Q3	$289K	Hold	9,430	–	–	0.02%	304
2017 Q2	$279K	Hold	9,430	–	–	0.02%	295
2017 Q1	$268K	Hold	9,430	–	–	0.02%	306
2016 Q4	$248K	Hold	9,430	–	–	0.02%	302
2016 Q3	$249K	Buy	+9,430	New	+$248K	0.03%	298

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WMG

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

FineMark National Bank & Trust's IHDG Position: Q3 2018 in Review

FineMark National Bank & Trust sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2018, closing a stake of 9,430 shares — an estimated $300K sold.

FineMark National Bank & Trust first reported a position in IHDG in Q3 2016 and held it in 8 quarters. The position peaked at $300K in Q2 2018. 74 funds tracked by Wall St. Rank hold IHDG as of Q3 2018.

FineMark National Bank & Trust reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 9,430 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2018, an estimated $300K.
FineMark National Bank & Trust first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2016 and held it in 8 quarters.
FineMark National Bank & Trust's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $300K in Q2 2018.
74 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2018.

Based on FineMark National Bank & Trust's 13F filing for Q3 2018, filed 2 Nov 2018.