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

Fragasso Financial 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
Q1 		– Sell
-15,547
Closed -$433K – 112
2018
Q4 		$433K Buy
+15,547
New +$460K 0.1% 101

Other funds holding IHDG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PW
Price Wealth Austin, Texas $357M AUM 7% 1-Year Est. Return

Fragasso Financial Advisors's IHDG Position: Q1 2019 in Review

Fragasso Financial Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2019, closing a stake of 15,547 shares — an estimated $433K sold.

Fragasso Financial Advisors first reported a position in IHDG in Q4 2018 and held it in 1 quarter. The position peaked at $433K in Q4 2018. 74 funds tracked by Wall St. Rank hold IHDG as of Q1 2019.

  • Fragasso Financial Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2019 after selling out during the quarter.
  • Fragasso Financial Advisors sold 15,547 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2019, an estimated $433K.
  • Fragasso Financial Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2018 and held it in 1 quarter.
  • Fragasso Financial Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $433K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2019.

Based on Fragasso Financial Advisors's 13F filing for Q1 2019, filed 8 May 2019.