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LVW Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

LVW Advisors’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
Q1 		– Sell
-10,821
Closed -$393K – 182
2019
Q4 		$393K Sell
10,821
-136
-1% -$4.74K 0.09% 118
2019
Q3 		$368K Sell
10,957
-599
-5% -$19.8K 0.09% 111
2019
Q2 		$378K Sell
11,556
-419
-3% -$13.7K 0.1% 106
2019
Q1 		$386K Sell
11,975
-57
-0.5% -$1.74K 0.1% 123
2018
Q4 		$335K Buy
+12,032
New +$356K 0.11% 109
2018
Q1 		– Sell
-10,779
Closed -$342K – 143
2017
Q4 		$342K Sell
10,779
-124
-1% -$3.89K 0.1% 101
2017
Q3 		$334K Sell
10,903
-192
-2% -$5.75K 0.13% 107
2017
Q2 		$328K Sell
11,095
-750
-6% -$22.3K 0.12% 92
2017
Q1 		$337K Buy
11,845
+219
+2% +$6.02K 0.12% 91
2016
Q4 		$306K Sell
11,626
-181
-2% -$4.67K 0.11% 109
2016
Q3 		$311K Buy
11,807
+15
+0.1% +$394 0.1% 100
2016
Q2 		$302K Sell
11,792
-126
-1% -$3.25K 0.11% 101
2016
Q1 		$306K Buy
11,918
+421
+4% +$10.6K 0.1% 111
2015
Q4 		$304K Buy
11,497
+786
+7% +$20.8K 0.12% 110
2015
Q3 		$267K Buy
+10,711
New +$280K 0.12% 114

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

LVW Advisors's IHDG Position: Q1 2020 in Review

LVW Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2020, closing a stake of 10,821 shares — an estimated $393K sold.

LVW Advisors first reported a position in IHDG in Q3 2015 and held it in 15 quarters. The position peaked at $393K in Q4 2019. 99 funds tracked by Wall St. Rank hold IHDG as of Q1 2020.

  • LVW Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2020 after selling out during the quarter.
  • LVW Advisors sold 10,821 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2020, an estimated $393K.
  • LVW Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2015 and held it in 15 quarters.
  • LVW Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $393K in Q4 2019.
  • 99 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2020.

Based on LVW Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.