Envestnet Portfolio Solutions
IHDG icon

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
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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 $564B 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 $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return