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

Heck Capital 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
2020
Q3 		– Sell
-2,805
Closed -$98.4K – 103
2020
Q2 		$98.4K Buy
+2,805
New +$93.8K 0.02% 99

Other funds holding IHDG

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Heck Capital Advisors's IHDG Position: Q3 2020 in Review

Heck Capital Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2020, closing a stake of 2,805 shares — an estimated $98.4K sold.

Heck Capital Advisors first reported a position in IHDG in Q2 2020 and held it in 1 quarter. The position peaked at $98.4K in Q2 2020. 103 funds tracked by Wall St. Rank hold IHDG as of Q3 2020.

  • Heck Capital Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2020 after selling out during the quarter.
  • Heck Capital Advisors sold 2,805 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2020, an estimated $98.4K.
  • Heck Capital Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2020 and held it in 1 quarter.
  • Heck Capital Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $98.4K in Q2 2020.
  • 103 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2020.

Based on Heck Capital Advisors's 13F filing for Q3 2020, filed 19 May 2025.