Cape Investment Advisory’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Cape Investment Advisory’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	-49	Closed	-$2.13K	–	1206
2025 Q1	$2.13K	Hold	49	–	–	﹤0.01%	884
2024 Q4	$2.13K	Hold	49	–	–	﹤0.01%	871
2024 Q3	$2.24K	Hold	49	–	–	﹤0.01%	810
2024 Q2	$2.23K	Hold	49	–	–	﹤0.01%	775
2024 Q1	$2.25K	Hold	49	–	–	﹤0.01%	753
2023 Q4	$2.06K	Hold	49	–	–	﹤0.01%	920
2023 Q3	$1.9K	Hold	49	–	–	﹤0.01%	791
2023 Q2	$1.97K	Sell	49 -80	-62%	-$3.2K	﹤0.01%	774
2023 Q1	$5.08K	Buy	+129	New	+$4.92K	﹤0.01%	668

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 22.9% 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

Cape Investment Advisory's IHDG Position: Q2 2025 in Review

Cape Investment Advisory sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 49 shares — an estimated $2.13K sold.

Cape Investment Advisory first reported a position in IHDG in Q1 2023 and held it in 9 quarters. The position peaked at $5.08K in Q1 2023. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

Cape Investment Advisory reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Cape Investment Advisory sold 49 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $2.13K.
Cape Investment Advisory first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and held it in 9 quarters.
Cape Investment Advisory's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $5.08K in Q1 2023.
253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.