WA
IHDG icon

Winfield Associates’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-850
Closed -$27K – 360
2017
Q4 		$27K Hold
850
– – 0.01% 262
2017
Q3 		$26K Buy
850
+400
+89% +$12K 0.01% 259
2017
Q2 		$13K Hold
450
– – 0.01% 360
2017
Q1 		$13K Hold
450
– – 0.01% 351
2016
Q4 		$12K Hold
450
– – 0.01% 340
2016
Q3 		$12K Hold
450
– – 0.01% 319
2016
Q2 		$12K Hold
450
– – 0.01% 307
2016
Q1 		$12K Hold
450
– – 0.01% 296
2015
Q4 		$12K Hold
450
– – 0.01% 238
2015
Q3 		$11K Hold
450
– – 0.01% 241
2015
Q2 		$12K Buy
450
+150
+50% +$4.14K 0.01% 218
2015
Q1 		$8K Buy
+300
New +$7.79K 0.01% 246

Other funds holding IHDG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return