Exchange Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Exchange Capital 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 Q2	$3.5M	Buy	77,675 +9,942	+15%	+$435K	0.52%	58
2025 Q1	$2.94M	Buy	67,733 +5,796	+9%	+$263K	0.48%	69
2024 Q4	$2.69M	Buy	61,937 +6,850	+12%	+$306K	0.43%	74
2024 Q3	$2.52M	Buy	55,087 +7,899	+17%	+$357K	0.4%	78
2024 Q2	$2.15M	Buy	47,188 +3,535	+8%	+$161K	0.35%	86
2024 Q1	$2.01M	Buy	43,653 +10,332	+31%	+$451K	0.33%	86
2023 Q4	$1.4M	Buy	33,321 +4,453	+15%	+$177K	0.25%	96
2023 Q3	$1.12M	Buy	28,868 +6,075	+27%	+$240K	0.21%	107
2023 Q2	$916K	Buy	22,793 +2,950	+15%	+$118K	0.17%	116
2023 Q1	$782K	Buy	19,843 +1,412	+8%	+$53.8K	0.16%	121
2022 Q4	$657K	Sell	18,431 -11,530	-38%	-$437K	0.14%	123
2022 Q3	$1.07M	Buy	29,961 +2,057	+7%	+$79.7K	0.25%	99
2022 Q2	$1.04M	Buy	27,904 +922	+3%	+$37.5K	0.23%	105
2022 Q1	$1.16M	Buy	26,982 +14,846	+122%	+$637K	0.22%	106
2021 Q4	$555K	Buy	+12,136	New	+$542K	0.1%	137

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 22.96% 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

Exchange Capital Management's IHDG Position: Q2 2025 in Review

Exchange Capital Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 15% in Q2 2025, buying an estimated $435K and bringing the position to 77,675 shares worth $3.5M. The position accounts for 0.52% of the portfolio, ranked #58.

Exchange Capital Management first reported a position in IHDG in Q4 2021 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

Exchange Capital Management held 77,675 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.5M as of Q2 2025.
Exchange Capital Management bought 9,942 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $435K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.52% of Exchange Capital Management's portfolio in Q2 2025, its #58 holding.
Exchange Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 15 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.