Oak Point Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Oak Point 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
2018 Q1	$484K	Buy	15,901 +4,674	+42%	+$146K	0.49%	58
2017 Q4	$359K	Buy	+11,227	New	+$353K	0.35%	74

Other funds holding IHDG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

RJA

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

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

CRC

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

SAM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Oak Point Wealth Management's IHDG Position: Q1 2018 in Review

Oak Point Wealth Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 42% in Q1 2018, buying an estimated $146K and bringing the position to 15,901 shares worth $484K. The position accounts for 0.49% of the portfolio, ranked #58.

Oak Point Wealth Management first reported a position in IHDG in Q4 2017 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold IHDG as of Q1 2018.

Oak Point Wealth Management held 15,901 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $484K as of Q1 2018.
Oak Point Wealth Management bought 4,674 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2018, an estimated $146K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.49% of Oak Point Wealth Management's portfolio in Q1 2018, its #58 holding.
Oak Point Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and has held it in 2 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.