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RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017
Q2 		– Sell
-1,219
Closed -$34.7K – 405
2017
Q1 		$34.7K Sell
1,219
-188
-13% -$5.17K 0.02% 119
2016
Q4 		$37.1K Hold
1,407
– – 0.02% 113
2016
Q3 		$37.1K Buy
1,407
+15
+1% +$394 0.02% 99
2016
Q2 		$35.7K Buy
+1,392
New +$35.9K 0.02% 102

Other funds holding IHDG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IHDG Position: Q2 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2017, closing a stake of 1,219 shares — an estimated $34.7K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IHDG in Q2 2016 and held it in 4 quarters. The position peaked at $37.1K in Q3 2016. 65 funds tracked by Wall St. Rank hold IHDG as of Q2 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,219 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2017, an estimated $34.7K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2016 and held it in 4 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $37.1K in Q3 2016.
  • 65 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2017, filed 27 Jul 2026.