Krilogy Financial’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Krilogy Financial’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
2017 Q3	–	Sell	-1,011	Closed	-$30K	–	824
2017 Q2	$30K	Sell	1,011 -110	-10%	-$3.27K	0.01%	387
2017 Q1	$30K	Hold	1,121	–	–	0.01%	364
2016 Q4	$30K	Hold	1,121	–	–	0.01%	364
2016 Q3	$30K	Sell	1,121 -1,593	-59%	-$41.9K	0.01%	382
2016 Q2	$70K	Buy	+2,714	New	+$70K	0.02%	252

Other funds holding IHDG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

SAM

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WMG

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

Krilogy Financial's IHDG Position: Q3 2017 in Review

Krilogy Financial sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2017, closing a stake of 1,011 shares — an estimated $30K sold.

Krilogy Financial first reported a position in IHDG in Q2 2016 and held it in 5 quarters. The position peaked at $70K in Q2 2016. 74 funds tracked by Wall St. Rank hold IHDG as of Q3 2017.

Krilogy Financial reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2017 after selling out during the quarter.
Krilogy Financial sold 1,011 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2017, an estimated $30K.
Krilogy Financial first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2016 and held it in 5 quarters.
Krilogy Financial's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $70K in Q2 2016.
74 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2017.

Based on Krilogy Financial's 13F filing for Q3 2017, filed 15 Nov 2017.