Stokes Capital Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Stokes Capital 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
2019 Q1	–	Sell	-8,888	Closed	-$247K	–	80
2018 Q4	$247K	Buy	8,888 +2,335	+36%	+$69K	0.17%	79
2018 Q3	$210K	Sell	6,553 -271	-4%	-$8.75K	0.13%	87
2018 Q2	$217K	Buy	6,824 +178	+3%	+$5.67K	0.14%	88
2018 Q1	$205K	Sell	6,646 -65,316	-91%	-$2.04M	0.13%	89
2017 Q4	$2.28M	Buy	+71,962	New	+$2.26M	1.54%	21

Other funds holding IHDG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Price Wealth Austin, Texas $357M AUM 7% 1-Year Est. Return

Stokes Capital Advisors's IHDG Position: Q1 2019 in Review

Stokes Capital Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2019, closing a stake of 8,888 shares — an estimated $247K sold.

Stokes Capital Advisors first reported a position in IHDG in Q4 2017 and held it in 5 quarters. The position peaked at $2.28M in Q4 2017. 74 funds tracked by Wall St. Rank hold IHDG as of Q1 2019.

Stokes Capital Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2019 after selling out during the quarter.
Stokes Capital Advisors sold 8,888 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2019, an estimated $247K.
Stokes Capital Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and held it in 5 quarters.
Stokes Capital Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.28M in Q4 2017.
74 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2019.

Based on Stokes Capital Advisors's 13F filing for Q1 2019, filed 3 May 2019.