Tillar-Wenstrup Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Tillar-Wenstrup 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
2016 Q4	–	Sell	-43,903	Closed	-$1.16M	–	52
2016 Q3	$1.16M	Sell	43,903 -2,570	-6%	-$67.6K	1.06%	49
2016 Q2	$1.19M	Sell	46,473 -1,095	-2%	-$28.2K	1.18%	45
2016 Q1	$1.22M	Sell	47,568 -1,942	-4%	-$48.9K	1.4%	36
2015 Q4	$1.31M	Sell	49,510 -29,170	-37%	-$773K	1.3%	38
2015 Q3	$1.96M	Buy	78,680 +320	+0.4%	+$8.36K	1.97%	28
2015 Q2	$2.05M	Buy	+78,360	New	+$2.16M	1.85%	30

Other funds holding IHDG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

DPA

Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

SAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tillar-Wenstrup Advisors's IHDG Position: Q4 2016 in Review

Tillar-Wenstrup Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2016, closing a stake of 43,903 shares — an estimated $1.16M sold.

Tillar-Wenstrup Advisors first reported a position in IHDG in Q2 2015 and held it in 6 quarters. The position peaked at $2.05M in Q2 2015. 61 funds tracked by Wall St. Rank hold IHDG as of Q4 2016.

Tillar-Wenstrup Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2016 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 43,903 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2016, an estimated $1.16M.
Tillar-Wenstrup Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2015 and held it in 6 quarters.
Tillar-Wenstrup Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.05M in Q2 2015.
61 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2016.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.