CWM
IHDG icon

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

Congress 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 		$7.83M Sell
173,847
-5,610
-3% -$246K 0.08% 297
2025
Q1 		$7.79M Buy
179,457
+115,071
+179% +$5.22M 0.09% 249
2024
Q4 		$2.8M Sell
64,386
-45
-0.1% -$2.01K 0.04% 362
2024
Q3 		$2.94M Hold
64,431
– – 0.04% 373
2024
Q2 		$2.94M Sell
64,431
-223
-0.3% -$10.2K 0.05% 305
2024
Q1 		$2.97M Buy
64,654
+13
+0% +$568 0.05% 279
2023
Q4 		$2.71M Buy
64,641
+7,580
+13% +$301K 0.05% 284
2023
Q3 		$2.21M Buy
57,061
+10,094
+21% +$399K 0.05% 290
2023
Q2 		$1.89M Sell
46,967
-745
-2% -$29.8K 0.04% 268
2023
Q1 		$1.88M Buy
47,712
+525
+1% +$20K 0.05% 272
2022
Q4 		$1.68M Buy
47,187
+82
+0.2% +$3.11K 0.04% 282
2022
Q3 		$1.69M Sell
47,105
-1,202
-2% -$46.5K 0.05% 286
2022
Q2 		$1.81M Sell
48,307
-2,147
-4% -$87.4K 0.05% 286
2022
Q1 		$2.17M Buy
50,454
+8
+0% +$343 0.05% 290
2021
Q4 		$2.31M Buy
+50,446
New +$2.25M 0.05% 297

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's IHDG Position: Q2 2025 in Review

Congress Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 3.1% in Q2 2025, selling an estimated $246K and leaving 173,847 shares worth $7.83M. The position accounts for 0.08% of the portfolio, ranked #297.

Congress Wealth Management first reported a position in IHDG in Q4 2021 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • Congress Wealth Management held 173,847 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $7.83M as of Q2 2025.
  • Congress Wealth Management sold 5,610 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $246K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #297 holding.
  • Congress Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 15 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.