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

LifePlan Financial Group’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 Q3	$55K	Hold	1,512	–	–	0.02%	238
2020 Q2	$53K	Hold	1,512	–	–	0.02%	239
2020 Q1	$46K	Hold	1,512	–	–	0.02%	232
2019 Q4	$55K	Hold	1,512	–	–	0.02%	236
2019 Q3	$51K	Hold	1,512	–	–	0.02%	242
2019 Q2	$49K	Hold	1,512	–	–	0.02%	245
2019 Q1	$49K	Hold	1,512	–	–	0.03%	241
2018 Q4	$42K	Buy	+1,512	New	+$44.7K	0.03%	251

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 $38.8B AUM 21.88% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

CRC

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

LifePlan Financial Group's IHDG Position: Q3 2020 in Review

LifePlan Financial Group held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q3 2020 at 1,512 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #238.

LifePlan Financial Group first reported a position in IHDG in Q4 2018 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold IHDG as of Q3 2020.

LifePlan Financial Group held 1,512 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $55K as of Q3 2020.
LifePlan Financial Group left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q3 2020.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #238 holding.
LifePlan Financial Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2018 and has held it in 8 quarters since.
103 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.