Denver PWM’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Denver PWM’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	-38	Closed	-$1.65K	–	146
2024 Q4	$1.65K	Buy	+38	New	+$1.7K	﹤0.01%	196
2024 Q3	–	Sell	-43	Closed	-$1.96K	–	192
2024 Q2	$1.96K	Buy	+43	New	+$1.96K	﹤0.01%	201
2019 Q4	–	Sell	-10	Closed	-$325	–	145
2019 Q3	$325	Buy	+10	New	+$330	﹤0.01%	222

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

Denver PWM's IHDG Position: Q1 2025 in Review

Denver PWM sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025, closing a stake of 38 shares — an estimated $1.65K sold.

Denver PWM first reported a position in IHDG in Q3 2019 and held it in 3 quarters. The position peaked at $1.96K in Q2 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

Denver PWM reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 38 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2025, an estimated $1.65K.
Denver PWM first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2019 and held it in 3 quarters.
Denver PWM's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.96K in Q2 2024.
263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.