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

SFMG Wealth Advisors’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
2015 Q4	–	Sell	-10,597	Closed	-$264K	–	117
2015 Q3	$264K	Sell	10,597 -1,047,166	-99%	-$27.4M	0.06%	91
2015 Q2	$27.6M	Buy	+1,057,763	New	+$29.2M	6.18%	8

Other funds holding IHDG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return