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Wealthfront’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Wealthfront’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-70
Closed -$3K – 1336
2015
Q2 		$3K Buy
+70
New +$2.73K ﹤0.01% 1135

Other funds holding IDGT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wealthfront's IDGT Position: Q3 2015 in Review

Wealthfront sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2015, closing a stake of 70 shares — an estimated $3K sold.

Wealthfront first reported a position in IDGT in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 37 funds tracked by Wall St. Rank hold IDGT as of Q3 2015.

  • Wealthfront reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 70 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2015, an estimated $3K.
  • Wealthfront first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2015 and held it in 1 quarter.
  • Wealthfront's iShares US Digital Infrastructure and Real Estate ETF position peaked at $3K in Q2 2015.
  • 37 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.