Burns Matteson Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Burns Matteson Capital 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 Q2	–	Sell	-27,565	Closed	-$1.2M	–	202
2025 Q1	$1.2M	Buy	27,565 +2,660	+11%	+$121K	0.64%	35
2024 Q4	$1.08M	Sell	24,905 -398	-2%	-$17.8K	0.61%	35
2024 Q3	$1.16M	Buy	25,303 +5,401	+27%	+$244K	0.65%	32
2024 Q2	$907K	Buy	19,902 +5,692	+40%	+$259K	0.57%	35
2024 Q1	$653K	Buy	14,210 +8,999	+173%	+$393K	0.42%	50
2023 Q4	$219K	Buy	+5,211	New	+$207K	0.15%	123

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

Burns Matteson Capital Management's IHDG Position: Q2 2025 in Review

Burns Matteson Capital Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 27,565 shares — an estimated $1.2M sold.

Burns Matteson Capital Management first reported a position in IHDG in Q4 2023 and held it in 6 quarters. The position peaked at $1.2M in Q1 2025. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

Burns Matteson Capital Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 27,565 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $1.2M.
Burns Matteson Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2023 and held it in 6 quarters.
Burns Matteson Capital Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.2M in Q1 2025.
253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Burns Matteson Capital Management's 13F filing for Q2 2025, filed 15 Jul 2025.