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USCA RIA’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

USCA RIA’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
2021
Q2 		$358K Hold
8,125
– – 0.02% 448
2021
Q1 		$336K Hold
8,125
– – 0.02% 433
2020
Q4 		$319K Hold
8,125
– – 0.02% 399
2020
Q3 		$297K Hold
8,125
– – 0.02% 369
2020
Q2 		$285K Sell
8,125
-300
-4% -$10K 0.03% 358
2020
Q1 		$255K Buy
+8,425
New +$290K 0.03% 347

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
Cambridge Investment Research Advisors
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
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

USCA RIA's IHDG Position: Q2 2021 in Review

USCA RIA held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2021 at 8,125 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #448.

USCA RIA first reported a position in IHDG in Q1 2020 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold IHDG as of Q2 2021.

  • USCA RIA held 8,125 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $358K as of Q2 2021.
  • USCA RIA left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2021.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of USCA RIA's portfolio in Q2 2021, its #448 holding.
  • USCA RIA first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2020 and has held it in 6 quarters since.
  • 123 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.