First Allied Advisory Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

First Allied Advisory 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 Q4	–	Sell	-47,039	Closed	-$1.58M	–	1386
2019 Q3	$1.58M	Buy	47,039 +5,927	+14%	+$196K	0.06%	359
2019 Q2	$1.34M	Buy	41,112 +2,588	+7%	+$84.3K	0.05%	395
2019 Q1	$1.24M	Sell	38,524 -919	-2%	-$28.1K	0.04%	404
2018 Q4	$1.1M	Buy	39,443 +3,619	+10%	+$107K	0.04%	398
2018 Q3	$1.15M	Buy	35,824 +6,297	+21%	+$203K	0.04%	433
2018 Q2	$935K	Buy	29,527 +2,806	+11%	+$89.4K	0.04%	476
2018 Q1	$829K	Buy	26,721 +7,087	+36%	+$222K	0.03%	506
2017 Q4	$619K	Buy	19,634 +1,504	+8%	+$47.2K	0.02%	573
2017 Q3	$560K	Buy	18,130 +3,985	+28%	+$119K	0.02%	579
2017 Q2	$421K	Buy	+14,145	New	+$420K	0.02%	675

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 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

First Allied Advisory Services's IHDG Position: Q4 2019 in Review

First Allied Advisory Services sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2019, closing a stake of 47,039 shares — an estimated $1.58M sold.

First Allied Advisory Services first reported a position in IHDG in Q2 2017 and held it in 10 quarters. The position peaked at $1.58M in Q3 2019. 88 funds tracked by Wall St. Rank hold IHDG as of Q4 2019.

First Allied Advisory Services reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 47,039 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2019, an estimated $1.58M.
First Allied Advisory Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2017 and held it in 10 quarters.
First Allied Advisory Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.58M in Q3 2019.
88 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.