Adero Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Adero Partners’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
2025 Q1	$211K	Buy	+4,853	New	+$220K	0.01%	227

Other funds holding IHDG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Adero Partners's IHDG Position: Q1 2025 in Review

Adero Partners opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025: 4,853 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

262 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

Adero Partners held 4,853 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $211K as of Q1 2025.
WisdomTree International Hedged Quality Dividend Growth Fund was a new Adero Partners position in Q1 2025.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Adero Partners's portfolio in Q1 2025, its #227 holding.
262 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.