Leicht Financial Planning & Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Leicht Financial Planning & Wealth Management’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 Q2	–	Sell	-217,755	Closed	-$6.6M	–	32
2020 Q1	$6.6M	Buy	217,755 +211,747	+3,524%	+$7.28M	6.38%	5
2019 Q4	$218K	Buy	+6,008	New	+$209K	0.2%	62

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WMG

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

SAM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's IHDG Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2020, closing a stake of 217,755 shares — an estimated $6.6M sold.

Leicht Financial Planning & Wealth Management first reported a position in IHDG in Q4 2019 and held it in 2 quarters. The position peaked at $6.6M in Q1 2020. 104 funds tracked by Wall St. Rank hold IHDG as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 217,755 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2020, an estimated $6.6M.
Leicht Financial Planning & Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2019 and held it in 2 quarters.
Leicht Financial Planning & Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6.6M in Q1 2020.
104 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.