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

RiverFront 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
2019 Q3	–	Sell	-8,051	Closed	-$263K	–	65
2019 Q2	$263K	Sell	8,051 -2,021	-20%	-$65.8K	0.01%	58
2019 Q1	$324K	Sell	10,072 -798,525	-99%	-$24.4M	0.01%	60
2018 Q4	$22.5M	Sell	808,597 -37,732	-4%	-$1.12M	0.61%	36
2018 Q3	$27.2M	Sell	846,329 -282,290	-25%	-$9.12M	0.64%	36
2018 Q2	$35.6M	Sell	1,128,619 -1,101,669	-49%	-$35.1M	0.88%	35
2018 Q1	$68.8M	Sell	2,230,288 -146,337	-6%	-$4.58M	1.61%	19
2017 Q4	$75.3M	Buy	2,376,625 +15,540	+0.7%	+$488K	1.79%	19
2017 Q3	$72.4M	Buy	2,361,085 +17,852	+0.8%	+$535K	1.76%	18
2017 Q2	$69.4M	Buy	2,343,233 +16,791	+0.7%	+$499K	1.78%	19
2017 Q1	$66.1M	Buy	2,326,442 +2,347	+0.1%	+$64.5K	1.79%	22
2016 Q4	$61.2M	Sell	2,324,095 -267,601	-10%	-$6.91M	1.72%	20
2016 Q3	$68.3M	Buy	+2,591,696	New	+$68.1M	1.82%	21

Other funds holding IHDG

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

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

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

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RiverFront Investment Group's IHDG Position: Q3 2019 in Review

RiverFront Investment Group sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2019, closing a stake of 8,051 shares — an estimated $263K sold.

RiverFront Investment Group first reported a position in IHDG in Q3 2016 and held it in 12 quarters. The position peaked at $75.3M in Q4 2017. 75 funds tracked by Wall St. Rank hold IHDG as of Q3 2019.

RiverFront Investment Group reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2019 after selling out during the quarter.
RiverFront Investment Group sold 8,051 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2019, an estimated $263K.
RiverFront Investment Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2016 and held it in 12 quarters.
RiverFront Investment Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $75.3M in Q4 2017.
75 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2019.

Based on RiverFront Investment Group's 13F filing for Q3 2019, filed 1 Nov 2019.