Flagship Harbor Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Flagship Harbor Advisors’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	-96	Closed	-$3K	–	1913
2019 Q3	$3K	Hold	96	–	–	﹤0.01%	1602
2019 Q2	$3K	Hold	96	–	–	﹤0.01%	1612
2019 Q1	$3K	Hold	96	–	–	﹤0.01%	1600
2018 Q4	$2K	Hold	96	–	–	﹤0.01%	1640
2018 Q3	$3K	Hold	96	–	–	﹤0.01%	1822
2018 Q2	$3K	Buy	+96	New	+$3.06K	﹤0.01%	1773

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

Flagship Harbor Advisors's IHDG Position: Q4 2019 in Review

Flagship Harbor Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2019, closing a stake of 96 shares — an estimated $3K sold.

Flagship Harbor Advisors first reported a position in IHDG in Q2 2018 and held it in 6 quarters. The position peaked at $3K in Q3 2019. 88 funds tracked by Wall St. Rank hold IHDG as of Q4 2019.

Flagship Harbor Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2019 after selling out during the quarter.
Flagship Harbor Advisors sold 96 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2019, an estimated $3K.
Flagship Harbor Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2018 and held it in 6 quarters.
Flagship Harbor Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3K in Q3 2019.
88 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2019.

Based on Flagship Harbor Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.