Legacy Private Trust’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Legacy Private Trust’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 Q1	–	Sell	-7,110	Closed	-$225K	–	238
2017 Q4	$225K	Sell	7,110 -573	-7%	-$18K	0.03%	220
2017 Q3	$236K	Buy	7,683 +573	+8%	+$17.2K	0.03%	216
2017 Q2	$210K	Hold	7,110	–	–	0.03%	223
2017 Q1	$202K	Buy	+7,110	New	+$195K	0.03%	235

Other funds holding IHDG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

CRC

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

SAM

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Private Trust's IHDG Position: Q1 2018 in Review

Legacy Private Trust sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2018, closing a stake of 7,110 shares — an estimated $225K sold.

Legacy Private Trust first reported a position in IHDG in Q1 2017 and held it in 4 quarters. The position peaked at $236K in Q3 2017. 82 funds tracked by Wall St. Rank hold IHDG as of Q1 2018.

Legacy Private Trust reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2018 after selling out during the quarter.
Legacy Private Trust sold 7,110 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2018, an estimated $225K.
Legacy Private Trust first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2017 and held it in 4 quarters.
Legacy Private Trust's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $236K in Q3 2017.
82 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2018.

Based on Legacy Private Trust's 13F filing for Q1 2018, filed 13 Apr 2018.