Angeles Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Angeles Wealth Management’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 Q4	–	Sell	-4,859	Closed	-$224K	–	480
2025 Q3	$224K	Hold	4,859	–	–	0.01%	307
2025 Q2	$219K	Sell	4,859 -2,763	-36%	-$121K	0.02%	317
2025 Q1	$331K	Hold	7,622	–	–	0.03%	188
2024 Q4	$331K	Hold	7,622	–	–	0.03%	191
2024 Q3	$348K	Hold	7,622	–	–	0.03%	177
2024 Q2	$347K	Hold	7,622	–	–	0.03%	161
2024 Q1	$350K	Hold	7,622	–	–	0.04%	153
2023 Q4	$320K	Hold	7,622	–	–	0.04%	147
2023 Q3	$295K	Hold	7,622	–	–	0.04%	131
2023 Q2	$306K	Hold	7,622	–	–	0.04%	137
2023 Q1	$300K	Sell	7,622 -500	-6%	-$19.1K	0.04%	135
2022 Q4	$289K	Buy	8,122 +500	+7%	+$18.9K	0.05%	132
2022 Q3	$274K	Buy	7,622 +395	+5%	+$15.3K	0.05%	129
2022 Q2	$270K	Buy	+7,227	New	+$294K	0.05%	140

Other funds holding IHDG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Angeles Wealth Management's IHDG Position: Q4 2025 in Review

Angeles Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2025, closing a stake of 4,859 shares — an estimated $224K sold.

Angeles Wealth Management first reported a position in IHDG in Q2 2022 and held it in 14 quarters. The position peaked at $350K in Q1 2024. 250 funds tracked by Wall St. Rank hold IHDG as of Q4 2025.

Angeles Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Angeles Wealth Management sold 4,859 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2025, an estimated $224K.
Angeles Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2022 and held it in 14 quarters.
Angeles Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $350K in Q1 2024.
250 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.