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

Private Capital 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	-384	Closed	-$17K	–	2131
2021 Q3	$17K	Hold	384	–	–	﹤0.01%	1147
2021 Q2	$17K	Hold	384	–	–	﹤0.01%	1166
2021 Q1	$16K	Hold	384	–	–	﹤0.01%	1154
2020 Q4	$15K	Hold	384	–	–	﹤0.01%	1291
2020 Q3	$14K	Hold	384	–	–	﹤0.01%	1217
2020 Q2	$13K	Sell	384 -129	-25%	-$4.31K	﹤0.01%	1250
2020 Q1	$16K	Sell	513 -127	-20%	-$4.37K	﹤0.01%	1117
2019 Q4	$23K	Hold	640	–	–	﹤0.01%	1051
2019 Q3	$22K	Buy	+640	New	+$21.1K	﹤0.01%	1139
2019 Q2	–	Sell	-640	Closed	-$21K	–	2309
2019 Q1	$21K	Hold	640	–	–	﹤0.01%	1173
2018 Q4	$18K	Hold	640	–	–	﹤0.01%	1142
2018 Q3	$20K	Buy	+640	New	+$20.7K	﹤0.01%	1145

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $44.6B AUM 28.94% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

Private Capital Group's IHDG Position: Q4 2021 in Review

Private Capital Group sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2021, closing a stake of 384 shares — an estimated $17K sold.

Private Capital Group first reported a position in IHDG in Q3 2018 and held it in 12 quarters. The position peaked at $23K in Q4 2019. 135 funds tracked by Wall St. Rank hold IHDG as of Q4 2021.

Private Capital Group reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2021 after selling out during the quarter.
Private Capital Group sold 384 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2021, an estimated $17K.
Private Capital Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2018 and held it in 12 quarters.
Private Capital Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $23K in Q4 2019.
135 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2021.

Based on Private Capital Group's 13F filing for Q4 2021, filed 24 Jan 2022.