Envestnet Portfolio Solutions’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Envestnet Portfolio Solutions’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	-131,737	Closed	-$5.72M	–	1593
2025 Q1	$5.72M	Sell	131,737 -31,670	-19%	-$1.44M	0.02%	332
2024 Q4	$7.1M	Buy	163,407 +2,824	+2%	+$126K	0.02%	318
2024 Q3	$7.34M	Buy	160,583 +7,322	+5%	+$331K	0.02%	309
2024 Q2	$6.99M	Buy	153,261 +12,783	+9%	+$582K	0.02%	300
2024 Q1	$6.45M	Buy	140,478 +14,074	+11%	+$615K	0.02%	320
2023 Q4	$5.31M	Buy	126,404 +2,974	+2%	+$118K	0.02%	309
2023 Q3	$4.78M	Buy	+123,430	New	+$4.88M	0.02%	319

Other funds holding IHDG

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Portfolio Solutions's IHDG Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 131,737 shares — an estimated $5.72M sold.

Envestnet Portfolio Solutions first reported a position in IHDG in Q3 2023 and held it in 7 quarters. The position peaked at $7.34M in Q3 2024. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 131,737 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $5.72M.
Envestnet Portfolio Solutions first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and held it in 7 quarters.
Envestnet Portfolio Solutions's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $7.34M in Q3 2024.
253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.