Capital A Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Capital A Wealth 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	$124K	Buy	+2,961	New	+$130K	1.39%	8
2025 Q1	–	Sell	-56	Closed	-$2.43K	–	816
2024 Q4	$2.43K	Buy	+56	New	+$2.5K	﹤0.01%	458

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

Capital A Wealth Management's IHDG Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025: 2,961 shares worth $124K. The stake represents 1.39% of the portfolio and ranks #8 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in IHDG as recently as Q4 2024.

Capital A Wealth Management first reported a position in IHDG in Q4 2024 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

Capital A Wealth Management held 2,961 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $124K as of Q2 2025.
WisdomTree International Hedged Quality Dividend Growth Fund was a new Capital A Wealth Management position in Q2 2025.
WisdomTree International Hedged Quality Dividend Growth Fund made up 1.39% of Capital A Wealth Management's portfolio in Q2 2025, its #8 holding.
Capital A Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 2 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.