VFM
IHDG icon

Vivid Financial Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Vivid Financial Management’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
2020
Q2 		– Sell
-64,763
Closed -$1.96M – 98
2020
Q1 		$1.96M Buy
64,763
+6,457
+11% +$222K 2.56% 11
2019
Q4 		$2.16M Buy
+58,306
New +$2.03M 2.31% 11

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
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
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Vivid Financial Management's IHDG Position: Q2 2020 in Review

Vivid Financial Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2020, closing a stake of 64,763 shares — an estimated $1.96M sold.

Vivid Financial Management first reported a position in IHDG in Q4 2019 and held it in 2 quarters. The position peaked at $2.16M in Q4 2019. 104 funds tracked by Wall St. Rank hold IHDG as of Q2 2020.

  • Vivid Financial Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
  • Vivid Financial Management sold 64,763 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2020, an estimated $1.96M.
  • Vivid Financial Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2019 and held it in 2 quarters.
  • Vivid Financial Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.16M in Q4 2019.
  • 104 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2020.

Based on Vivid Financial Management's 13F filing for Q2 2020, filed 31 Jul 2020.