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	–	826
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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

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

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

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

BFSG LLC Irvine, California $1.05B AUM 26.05% 1-Year Est. Return

Janney Montgomery Scott

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

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