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Asset Dedication LLC’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Asset Dedication LLC’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
Q3 		– Sell
-1,800
Closed -$81.1K – 1196
2025
Q2 		$81.1K Buy
+1,800
New +$78.8K 0.01% 439

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Raymond James Financial
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Creative Planning
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UBS Group
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Asset Dedication LLC's IHDG Position: Q3 2025 in Review

Asset Dedication LLC sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 1,800 shares — an estimated $81.1K sold.

Asset Dedication LLC first reported a position in IHDG in Q2 2025 and held it in 1 quarter. The position peaked at $81.1K in Q2 2025. 234 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

  • Asset Dedication LLC reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 1,800 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $81.1K.
  • Asset Dedication LLC first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2025 and held it in 1 quarter.
  • Asset Dedication LLC's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $81.1K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.