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

Bison Wealth’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
2024
Q4 		$368K Sell
8,476
-180
-2% -$8.03K 0.08% 193
2024
Q3 		$396K Sell
8,656
-1,317
-13% -$59.5K 0.06% 272
2024
Q2 		$458K Hold
9,973
– – 0.07% 253
2024
Q1 		$458K Sell
9,973
-1,850
-16% -$80.8K 0.07% 253
2023
Q4 		$496K Buy
11,823
+694
+6% +$27.5K 0.09% 237
2023
Q3 		$431K Buy
11,129
+63
+0.6% +$2.49K 0.08% 239
2023
Q2 		$445K Buy
+11,066
New +$443K 0.08% 237

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bison Wealth's IHDG Position: Q4 2024 in Review

Bison Wealth reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 2.1% in Q4 2024, selling an estimated $8.03K and leaving 8,476 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #193.

Bison Wealth first reported a position in IHDG in Q2 2023 and has held it in 7 quarters since. The position peaked at $496K in Q4 2023. 262 funds tracked by Wall St. Rank hold IHDG as of Q4 2024.

  • Bison Wealth held 8,476 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $368K as of Q4 2024.
  • Bison Wealth sold 180 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2024, an estimated $8.03K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.08% of Bison Wealth's portfolio in Q4 2024, its #193 holding.
  • Bison Wealth first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and has held it in 7 quarters since.
  • Bison Wealth's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $496K in Q4 2023.
  • 262 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.