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Caldwell Trust’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Caldwell Trust’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
2022
Q2 		– Sell
-942
Closed -$40.4K – 747
2022
Q1 		$40.4K Buy
+942
New +$40.4K ﹤0.01% 494

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Caldwell Trust's IHDG Position: Q2 2022 in Review

Caldwell Trust sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2022, closing a stake of 942 shares — an estimated $40.4K sold.

Caldwell Trust first reported a position in IHDG in Q1 2022 and held it in 1 quarter. The position peaked at $40.4K in Q1 2022. 138 funds tracked by Wall St. Rank hold IHDG as of Q2 2022.

  • Caldwell Trust reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 942 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2022, an estimated $40.4K.
  • Caldwell Trust first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2022 and held it in 1 quarter.
  • Caldwell Trust's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $40.4K in Q1 2022.
  • 138 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.