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

Intercontinental 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
2020 Q1	–	Sell	-425	Closed	-$16K	–	225
2019 Q4	$16K	Sell	425 -75	-15%	-$2.62K	0.01%	242
2019 Q3	$17K	Hold	500	–	–	0.01%	292
2019 Q2	$16K	Hold	500	–	–	0.01%	289
2019 Q1	$16K	Hold	500	–	–	0.01%	322
2018 Q4	$14K	Buy	+500	New	+$14.8K	0.01%	334

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

AIC

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Intercontinental Wealth Advisors's IHDG Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2020, closing a stake of 425 shares — an estimated $16K sold.

Intercontinental Wealth Advisors first reported a position in IHDG in Q4 2018 and held it in 5 quarters. The position peaked at $17K in Q3 2019. 99 funds tracked by Wall St. Rank hold IHDG as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 425 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2020, an estimated $16K.
Intercontinental Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $17K in Q3 2019.
99 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.