Institute for Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Institute for Wealth Management’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 Q1	–	Sell	-161	Closed	-$6K	–	519
2019 Q4	$6K	Buy	+161	New	+$5.61K	﹤0.01%	625

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

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

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

SAM

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Institute for Wealth Management's IHDG Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2020, closing a stake of 161 shares — an estimated $6K sold.

Institute for Wealth Management first reported a position in IHDG in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 99 funds tracked by Wall St. Rank hold IHDG as of Q1 2020.

Institute for Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 161 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2020, an estimated $6K.
Institute for Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6K in Q4 2019.
99 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.