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

Castle 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 Q3	–	Sell	-83,038	Closed	-$3.74M	–	131
2025 Q2	$3.74M	Sell	83,038 -7,310	-8%	-$320K	1.36%	24
2025 Q1	$3.92M	Sell	90,348 -91	-0.1%	-$4.13K	1.54%	22
2024 Q4	$3.94M	Buy	90,439 +1,207	+1%	+$53.8K	1.55%	23
2024 Q3	$4.08M	Buy	89,232 +12,385	+16%	+$559K	1.63%	22
2024 Q2	$3.5M	Buy	76,847 +9,699	+14%	+$442K	1.68%	22
2024 Q1	$3.08M	Buy	+67,148	New	+$2.93M	1.61%	22

Other funds holding IHDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FWP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Castle Wealth Management's IHDG Position: Q3 2025 in Review

Castle Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 83,038 shares — an estimated $3.74M sold.

Castle Wealth Management first reported a position in IHDG in Q1 2024 and held it in 6 quarters. The position peaked at $4.08M in Q3 2024. 234 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

Castle Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Castle Wealth Management sold 83,038 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $3.74M.
Castle Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and held it in 6 quarters.
Castle Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.08M in Q3 2024.
234 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Castle Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.