Partners Capital Investment Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Partners Capital Investment 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
2021 Q4	–	Sell	-4,360	Closed	-$188K	–	131
2021 Q3	$188K	Sell	4,360 -640	-13%	-$29K	0.01%	113
2021 Q2	$221K	Hold	5,000	–	–	0.01%	138
2021 Q1	$206K	Sell	5,000 -86	-2%	-$3.5K	0.01%	137
2020 Q4	$200K	Hold	5,086	–	–	0.01%	114
2020 Q3	$186K	Buy	5,086 +59	+1%	+$2.12K	0.01%	110
2020 Q2	$176K	Hold	5,027	–	–	0.01%	108
2020 Q1	$152K	Buy	+5,027	New	+$173K	0.01%	94

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

WMG

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

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

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

Partners Capital Investment Group's IHDG Position: Q4 2021 in Review

Partners Capital Investment Group sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2021, closing a stake of 4,360 shares — an estimated $188K sold.

Partners Capital Investment Group first reported a position in IHDG in Q1 2020 and held it in 7 quarters. The position peaked at $221K in Q2 2021. 136 funds tracked by Wall St. Rank hold IHDG as of Q4 2021.

Partners Capital Investment Group reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Partners Capital Investment Group sold 4,360 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2021, an estimated $188K.
Partners Capital Investment Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2020 and held it in 7 quarters.
Partners Capital Investment Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $221K in Q2 2021.
136 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2021.

Based on Partners Capital Investment Group's 13F filing for Q4 2021, filed 14 Feb 2022.