NorthRock Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

NorthRock Partners’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 Q4	–	Sell	-7,689	Closed	-$281K	–	245
2020 Q3	$281K	Buy	7,689 +21	+0.3%	+$756	0.03%	170
2020 Q2	$269K	Buy	7,668 +56	+0.7%	+$1.87K	0.03%	169
2020 Q1	$230K	Buy	+7,612	New	+$262K	0.03%	169

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NorthRock Partners's IHDG Position: Q4 2020 in Review

NorthRock Partners sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2020, closing a stake of 7,689 shares — an estimated $281K sold.

NorthRock Partners first reported a position in IHDG in Q1 2020 and held it in 3 quarters. The position peaked at $281K in Q3 2020. 111 funds tracked by Wall St. Rank hold IHDG as of Q4 2020.

NorthRock Partners reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2020 after selling out during the quarter.
NorthRock Partners sold 7,689 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2020, an estimated $281K.
NorthRock Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2020 and held it in 3 quarters.
NorthRock Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $281K in Q3 2020.
111 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2020.

Based on NorthRock Partners's 13F filing for Q4 2020, filed 8 Feb 2021.