Price Wealth’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Price Wealth’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	$4.61M	Buy	126,146 +8,154	+7%	+$294K	1.29%	19
2020 Q2	$4.14M	Buy	117,992 +38,034	+48%	+$1.27M	1.23%	19
2020 Q1	$2.42M	Sell	79,958 -34,558	-30%	-$1.19M	0.88%	22
2019 Q4	$4.16M	Buy	114,516 +37	+0%	+$1.29K	1.3%	13
2019 Q3	$3.85M	Sell	114,479 -20,569	-15%	-$680K	1.26%	13
2019 Q2	$4.42M	Buy	135,048 +9,976	+8%	+$325K	1.43%	13
2019 Q1	$4.03M	Sell	125,072 -24,033	-16%	-$734K	1.55%	11
2018 Q4	$4.15M	Buy	149,105 +2,385	+2%	+$70.5K	1.75%	11
2018 Q3	$4.71M	Buy	146,720 +4,630	+3%	+$150K	1.75%	11
2018 Q2	$4.52M	Buy	142,090 +25,442	+22%	+$811K	1.72%	10
2018 Q1	$3.6M	Buy	116,648 +11,336	+11%	+$355K	2.16%	9
2017 Q4	$3.34M	Buy	+105,312	New	+$3.31M	2.18%	10

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

Price Wealth's IHDG Position: Q3 2020 in Review

Price Wealth increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 6.9% in Q3 2020, buying an estimated $294K and bringing the position to 126,146 shares worth $4.61M. The position accounts for 1.29% of the portfolio, ranked #19.

Price Wealth first reported a position in IHDG in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.71M in Q3 2018. 103 funds tracked by Wall St. Rank hold IHDG as of Q3 2020.

Price Wealth held 126,146 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $4.61M as of Q3 2020.
Price Wealth bought 8,154 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2020, an estimated $294K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 1.29% of Price Wealth's portfolio in Q3 2020, its #19 holding.
Price Wealth first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and has held it in 12 quarters since.
Price Wealth's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.71M in Q3 2018.
103 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.