Hefty Wealth Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$1.25M	Buy	40,321 +1,457	+4%	+$45.6K	0.8%	40
2017 Q4	$1.23M	Buy	38,864 +7,869	+25%	+$247K	0.76%	38
2017 Q3	$950K	Buy	30,995 +1,731	+6%	+$51.9K	0.63%	48
2017 Q2	$866K	Buy	29,264 +1,654	+6%	+$49.1K	0.59%	53
2017 Q1	$784K	Buy	+27,610	New	+$759K	0.57%	66

Other funds holding IHDG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hefty Wealth Partners's IHDG Position: Q1 2018 in Review

Hefty Wealth Partners increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 3.7% in Q1 2018, buying an estimated $45.6K and bringing the position to 40,321 shares worth $1.25M. The position accounts for 0.8% of the portfolio, ranked #40.

Hefty Wealth Partners first reported a position in IHDG in Q1 2017 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold IHDG as of Q1 2018.

Hefty Wealth Partners held 40,321 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.25M as of Q1 2018.
Hefty Wealth Partners bought 1,457 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2018, an estimated $45.6K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.8% of Hefty Wealth Partners's portfolio in Q1 2018, its #40 holding.
Hefty Wealth Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2017 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.