Atria Wealth Solutions’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-17,269	Closed	-$749K	–	1685
2025 Q1	$749K	Sell	17,269 -16,013	-48%	-$727K	0.01%	998
2024 Q4	$1.45M	Buy	33,282 +6,141	+23%	+$274K	0.02%	767
2024 Q3	$1.24M	Buy	27,141 +3,753	+16%	+$170K	0.01%	834
2024 Q2	$1.07M	Buy	23,388 +8,988	+62%	+$409K	0.01%	868
2024 Q1	$662K	Buy	14,400 +5,147	+56%	+$225K	0.01%	1113
2023 Q4	$389K	Buy	+9,253	New	+$367K	﹤0.01%	1341

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AAS

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atria Wealth Solutions's IHDG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 17,269 shares — an estimated $749K sold.

Atria Wealth Solutions first reported a position in IHDG in Q4 2023 and held it in 6 quarters. The position peaked at $1.45M in Q4 2024. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

Atria Wealth Solutions reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 17,269 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $749K.
Atria Wealth Solutions first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2023 and held it in 6 quarters.
Atria Wealth Solutions's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.45M in Q4 2024.
253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.