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

RMR Wealth Builders’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
Q2 		– Sell
-1,535
Closed -$63K – 402
2021
Q1 		$63K Buy
+1,535
New +$62.4K 0.02% 334

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

RMR Wealth Builders's IHDG Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2021, closing a stake of 1,535 shares — an estimated $63K sold.

RMR Wealth Builders first reported a position in IHDG in Q1 2021 and held it in 1 quarter. The position peaked at $63K in Q1 2021. 123 funds tracked by Wall St. Rank hold IHDG as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,535 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2021, an estimated $63K.
  • RMR Wealth Builders first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $63K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.