Silver Lake Advisory’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Silver Lake Advisory’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 Q3	–	Sell	-5,091	Closed	-$233K	–	107
2021 Q2	$233K	Buy	5,091 +38	+0.8%	+$1.64K	0.11%	99
2021 Q1	$209K	Buy	+5,053	New	+$205K	0.11%	96

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

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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Silver Lake Advisory's IHDG Position: Q3 2021 in Review

Silver Lake Advisory sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2021, closing a stake of 5,091 shares — an estimated $233K sold.

Silver Lake Advisory first reported a position in IHDG in Q1 2021 and held it in 2 quarters. The position peaked at $233K in Q2 2021. 127 funds tracked by Wall St. Rank hold IHDG as of Q3 2021.

Silver Lake Advisory reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2021 after selling out during the quarter.
Silver Lake Advisory sold 5,091 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2021, an estimated $233K.
Silver Lake Advisory first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2021 and held it in 2 quarters.
Silver Lake Advisory's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $233K in Q2 2021.
127 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2021.

Based on Silver Lake Advisory's 13F filing for Q3 2021, filed 28 Oct 2021.