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

Heritage Wealth 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
2018 Q4	–	Sell	-20,372	Closed	-$653K	–	399
2018 Q3	$653K	Buy	20,372 +1,388	+7%	+$44.8K	0.13%	65
2018 Q2	$606K	Sell	18,984 -4,136	-18%	-$132K	0.23%	64
2018 Q1	$711K	Buy	23,120 +6,232	+37%	+$195K	0.3%	55
2017 Q4	$536K	Buy	16,888 +2,831	+20%	+$88.9K	0.23%	64
2017 Q3	$431K	Buy	14,057 +4,407	+46%	+$132K	0.22%	67
2017 Q2	$287K	Buy	9,650 +842	+10%	+$25K	0.15%	81
2017 Q1	$253K	Buy	+8,808	New	+$242K	0.14%	85

Other funds holding IHDG

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Price Wealth Austin, Texas $357M AUM 7% 1-Year Est. Return

Heritage Wealth Advisors's IHDG Position: Q4 2018 in Review

Heritage Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2018, closing a stake of 20,372 shares — an estimated $653K sold.

Heritage Wealth Advisors first reported a position in IHDG in Q1 2017 and held it in 7 quarters. The position peaked at $711K in Q1 2018. 79 funds tracked by Wall St. Rank hold IHDG as of Q4 2018.

Heritage Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2018 after selling out during the quarter.
Heritage Wealth Advisors sold 20,372 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2018, an estimated $653K.
Heritage Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2017 and held it in 7 quarters.
Heritage Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $711K in Q1 2018.
79 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2018.

Based on Heritage Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.