AWM
IHDG icon

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

Apollon 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
2026
Q1 		$224K Sell
4,650
-5,490
-54% -$274K ﹤0.01% 1263
2025
Q4 		$493K Sell
10,140
-1,498
-13% -$71K 0.01% 841
2025
Q3 		$536K Buy
11,638
+204
+2% +$9.25K 0.01% 803
2025
Q2 		$515K Sell
11,434
-4,421
-28% -$194K 0.01% 797
2025
Q1 		$688K Sell
15,855
-1,943
-11% -$88.2K 0.02% 621
2024
Q4 		$774K Buy
17,798
+180
+1% +$8.03K 0.02% 599
2024
Q3 		$805K Buy
17,618
+2,853
+19% +$129K 0.02% 555
2024
Q2 		$673K Buy
14,765
+9
+0.1% +$410 0.02% 583
2024
Q1 		$678K Buy
14,756
+5,256
+55% +$230K 0.02% 587
2023
Q4 		$399K Buy
+9,500
New +$377K 0.01% 730

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AAS
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FWP
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return