Valeo Financial Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-281	Closed	-$12K	–	1125
2021 Q1	$12K	Hold	281	–	–	﹤0.01%	1312
2020 Q4	$11K	Hold	281	–	–	﹤0.01%	1176
2020 Q3	$10K	Sell	281 -1,174	-81%	-$42.3K	﹤0.01%	1083
2020 Q2	$51K	Buy	1,455 +1,174	+418%	+$39.3K	﹤0.01%	720
2020 Q1	$9K	Hold	281	–	–	﹤0.01%	1129
2019 Q4	$10K	Hold	281	–	–	﹤0.01%	1108
2019 Q3	$9K	Hold	281	–	–	﹤0.01%	1055
2019 Q2	$9K	Hold	281	–	–	﹤0.01%	1052
2019 Q1	$9K	Hold	281	–	–	﹤0.01%	995
2018 Q4	$8K	Hold	281	–	–	﹤0.01%	942
2018 Q3	$8K	Hold	281	–	–	﹤0.01%	1041
2018 Q2	$9K	Hold	281	–	–	﹤0.01%	970
2018 Q1	$9K	Sell	281 -1,247	-82%	-$39K	﹤0.01%	957
2017 Q4	$48K	Buy	+1,528	New	+$48K	0.01%	474

Other funds holding IHDG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

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

Valeo Financial Advisors's IHDG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2021, closing a stake of 281 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in IHDG in Q4 2017 and held it in 14 quarters. The position peaked at $51K in Q2 2020. 123 funds tracked by Wall St. Rank hold IHDG as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 281 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2021, an estimated $12K.
Valeo Financial Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $51K in Q2 2020.
123 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.