SYM Financial Corp’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

SYM Financial Corp’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 Q2	–	Sell	-49,608	Closed	-$1.6M	–	72
2019 Q1	$1.6M	Hold	49,608	–	–	1.01%	8
2018 Q4	$1.38M	Hold	49,608	–	–	0.55%	12
2018 Q3	$1.59M	Hold	49,608	–	–	0.89%	4
2018 Q2	$1.58M	Buy	49,608 +7,845	+19%	+$250K	0.94%	4
2018 Q1	$1.29M	Hold	41,763	–	–	0.79%	4
2017 Q4	$1.32M	Buy	+41,763	New	+$1.31M	0.6%	6

Other funds holding IHDG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

SYM Financial Corp's IHDG Position: Q2 2019 in Review

SYM Financial Corp sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2019, closing a stake of 49,608 shares — an estimated $1.6M sold.

SYM Financial Corp first reported a position in IHDG in Q4 2017 and held it in 6 quarters. The position peaked at $1.6M in Q1 2019. 73 funds tracked by Wall St. Rank hold IHDG as of Q2 2019.

SYM Financial Corp reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2019 after selling out during the quarter.
SYM Financial Corp sold 49,608 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2019, an estimated $1.6M.
SYM Financial Corp first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and held it in 6 quarters.
SYM Financial Corp's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.6M in Q1 2019.
73 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2019.

Based on SYM Financial Corp's 13F filing for Q2 2019, filed 29 Jul 2019.