Cascade Financial Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Cascade Financial Partners’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 Q3	–	Sell	-9,050	Closed	-$408K	–	268
2025 Q2	$408K	Hold	9,050	–	–	0.05%	176
2025 Q1	$393K	Sell	9,050 -2,295	-20%	-$104K	0.05%	172
2024 Q4	$493K	Hold	11,345	–	–	0.06%	141
2024 Q3	$512K	Hold	11,345	–	–	0.06%	140
2024 Q2	$517K	Hold	11,345	–	–	0.07%	134
2024 Q1	$507K	Buy	+11,345	New	+$496K	0.07%	133

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascade Financial Partners's IHDG Position: Q3 2025 in Review

Cascade Financial Partners sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 9,050 shares — an estimated $408K sold.

Cascade Financial Partners first reported a position in IHDG in Q1 2024 and held it in 6 quarters. The position peaked at $517K in Q2 2024. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

Cascade Financial Partners reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Cascade Financial Partners sold 9,050 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $408K.
Cascade Financial Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and held it in 6 quarters.
Cascade Financial Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $517K in Q2 2024.
235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Cascade Financial Partners's 13F filing for Q3 2025, filed 21 Oct 2025.