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

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

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

Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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