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

Fortis 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
2017
Q4 		– Sell
-2,900
Closed -$89K – 289
2017
Q3 		$89K Buy
+2,900
New +$86.9K 0.06% 135

Other funds holding IHDG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return
Janney Montgomery Scott
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

Fortis Advisors's IHDG Position: Q4 2017 in Review

Fortis Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2017, closing a stake of 2,900 shares — an estimated $89K sold.

Fortis Advisors first reported a position in IHDG in Q3 2017 and held it in 1 quarter. The position peaked at $89K in Q3 2017. 81 funds tracked by Wall St. Rank hold IHDG as of Q4 2017.

  • Fortis Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2017 after selling out during the quarter.
  • Fortis Advisors sold 2,900 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2017, an estimated $89K.
  • Fortis Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2017 and held it in 1 quarter.
  • Fortis Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $89K in Q3 2017.
  • 81 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2017.

Based on Fortis Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.