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Financial Advocates Investment Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-95,785
Closed -$4.32M – 312
2025
Q2 		$4.32M Sell
95,785
-16,122
-14% -$706K 0.35% 61
2025
Q1 		$4.86M Buy
111,907
+4,885
+5% +$222K 0.34% 64
2024
Q4 		$4.65M Buy
107,022
+7,504
+8% +$335K 0.26% 83
2024
Q3 		$4.56M Sell
99,518
-1,331
-1% -$60.1K 0.26% 93
2024
Q2 		$4.6M Buy
100,849
+7,102
+8% +$323K 0.29% 82
2024
Q1 		$4.31M Buy
+93,747
New +$4.09M 0.25% 94
2023
Q4 		– Sell
-12,989
Closed -$523K – 757
2023
Q3 		$523K Sell
12,989
-255
-2% -$10.1K 0.04% 401
2023
Q2 		$532K Sell
13,244
-17,084
-56% -$684K 0.04% 385
2023
Q1 		$1.2M Buy
30,328
+1,950
+7% +$74.3K 0.09% 253
2022
Q4 		$1.01M Sell
28,378
-1,985
-7% -$75.2K 0.08% 286
2022
Q3 		$1.09M Buy
+30,363
New +$1.18M 0.09% 235

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's IHDG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 95,785 shares — an estimated $4.32M sold.

Financial Advocates Investment Management first reported a position in IHDG in Q3 2022 and held it in 11 quarters. The position peaked at $4.86M in Q1 2025. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 95,785 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $4.32M.
  • Financial Advocates Investment Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2022 and held it in 11 quarters.
  • Financial Advocates Investment Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.86M in Q1 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.