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Custom Index Systems’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Custom Index Systems’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 		– Sell
-9,396
Closed -$408K – 265
2025
Q1 		$408K Buy
+9,396
New +$426K 0.21% 156

Other funds holding IHDG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Custom Index Systems's IHDG Position: Q2 2025 in Review

Custom Index Systems sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 9,396 shares — an estimated $408K sold.

Custom Index Systems first reported a position in IHDG in Q1 2025 and held it in 1 quarter. The position peaked at $408K in Q1 2025. 252 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • Custom Index Systems reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Custom Index Systems sold 9,396 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $408K.
  • Custom Index Systems first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and held it in 1 quarter.
  • Custom Index Systems's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $408K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Custom Index Systems's 13F filing for Q2 2025, filed 13 Aug 2025.