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

Castleview 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 Q1	–	Sell	-541	Closed	-$23.7K	–	355
2024 Q4	$23.7K	Sell	541 -1	-0.2%	-$45	0.01%	446
2024 Q3	$24.8K	Hold	542	–	–	0.01%	416
2024 Q2	$24.7K	Sell	542 -80	-13%	-$3.64K	0.01%	412
2024 Q1	$28.6K	Sell	622 -121,696	-99%	-$5.32M	0.02%	422
2023 Q4	$5.14M	Sell	122,318 -8,316	-6%	-$330K	3.6%	2
2023 Q3	$5.06M	Buy	130,634 +60,870	+87%	+$2.41M	4.68%	2
2023 Q2	$2.8M	Sell	69,764 -46,681	-40%	-$1.87M	2.52%	5
2023 Q1	$4.59M	Buy	116,445 +730	+0.6%	+$27.8K	4.07%	3
2022 Q4	$4.12M	Sell	115,715 -859	-0.7%	-$32.5K	4.01%	3
2022 Q3	$4.18M	Buy	116,574 +96,840	+491%	+$3.75M	4%	3
2022 Q2	$993K	Sell	19,734 -108,653	-85%	-$4.42M	0.79%	23
2022 Q1	$5.51M	Buy	+128,387	New	+$5.51M	3.43%	4
2021 Q2	$5.68M	Buy	+128,709	New	+$5.56M	2.49%	5

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Castleview Partners's IHDG Position: Q1 2025 in Review

Castleview Partners sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025, closing a stake of 541 shares — an estimated $23.7K sold.

Castleview Partners first reported a position in IHDG in Q2 2021 and held it in 13 quarters. The position peaked at $5.68M in Q2 2021. 263 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

Castleview Partners reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 541 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2025, an estimated $23.7K.
Castleview Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2021 and held it in 13 quarters.
Castleview Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $5.68M in Q2 2021.
263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.