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Simon Quick Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Simon Quick 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
2017
Q4 		– Sell
-81
Closed -$2K – 519
2017
Q3 		$2K Buy
+81
New +$2.43K ﹤0.01% 484

Other funds holding IHDG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Simon Quick Advisors's IHDG Position: Q4 2017 in Review

Simon Quick Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2017, closing a stake of 81 shares — an estimated $2K sold.

Simon Quick Advisors first reported a position in IHDG in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 81 funds tracked by Wall St. Rank hold IHDG as of Q4 2017.

  • Simon Quick Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 81 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2017, an estimated $2K.
  • Simon Quick Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2017 and held it in 1 quarter.
  • Simon Quick Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2K in Q3 2017.
  • 81 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.