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Creekmur Asset Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Creekmur Asset 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 		$16K Hold
347
– – ﹤0.01% 467
2025
Q2 		$15.6K Hold
347
– – ﹤0.01% 466
2025
Q1 		$15.1K Hold
347
– – ﹤0.01% 433
2024
Q4 		$15.1K Hold
347
– – ﹤0.01% 376
2024
Q3 		$15.9K Buy
+347
New +$15.7K ﹤0.01% 382

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creekmur Asset Management's IHDG Position: Q3 2025 in Review

Creekmur Asset Management held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q3 2025 at 347 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Creekmur Asset Management first reported a position in IHDG in Q3 2024 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

  • Creekmur Asset Management held 347 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $16K as of Q3 2025.
  • Creekmur Asset Management left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q3 2025.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #467 holding.
  • Creekmur Asset Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.