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Legacy Wealth Management (Tennessee)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-642
Closed -$16.9K – 35
2016
Q4 		$16.9K Buy
+642
New +$16.6K ﹤0.01% 37

Other funds holding IHDG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s IHDG Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2017, closing a stake of 642 shares — an estimated $16.9K sold.

Legacy Wealth Management (Tennessee) first reported a position in IHDG in Q4 2016 and held it in 1 quarter. The position peaked at $16.9K in Q4 2016. 58 funds tracked by Wall St. Rank hold IHDG as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 642 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2017, an estimated $16.9K.
  • Legacy Wealth Management (Tennessee) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $16.9K in Q4 2016.
  • 58 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.