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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JWM

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

SAM

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WFG Advisors's IHDG Position: Q2 2017 in Review

WFG Advisors held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2017 at 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

WFG Advisors first reported a position in IHDG in Q4 2015 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold IHDG as of Q2 2017.

WFG Advisors held 200 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $6K as of Q2 2017.
WFG Advisors left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2017.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1246 holding.
WFG Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2015 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.