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

WFG 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
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	1246
2017 Q1	$6K	Buy	+200	New	+$5.5K	﹤0.01%	1181
2016 Q3	–	Sell	-245	Closed	-$6K	–	1627
2016 Q2	$6K	Hold	245	–	–	﹤0.01%	1210
2016 Q1	$6K	Buy	245 +114	+87%	+$2.87K	﹤0.01%	1158
2015 Q4	$3K	Buy	+131	New	+$3.47K	﹤0.01%	1303

Other funds holding IHDG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return