Global Wealth Management Investment Advisory’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q2	–	Sell	-1,505	Closed	-$62K	–	467
2021 Q1	$62K	Buy	+1,505	New	+$61.2K	0.02%	185

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 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 $508M AUM 18.98% 1-Year Est. Return

AIC

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

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

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Global Wealth Management Investment Advisory's IHDG Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2021, closing a stake of 1,505 shares — an estimated $62K sold.

Global Wealth Management Investment Advisory first reported a position in IHDG in Q1 2021 and held it in 1 quarter. The position peaked at $62K in Q1 2021. 123 funds tracked by Wall St. Rank hold IHDG as of Q2 2021.

Global Wealth Management Investment Advisory reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,505 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2021, an estimated $62K.
Global Wealth Management Investment Advisory first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2021 and held it in 1 quarter.
Global Wealth Management Investment Advisory's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $62K in Q1 2021.
123 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.