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

GeoWealth 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
Q1 		– Sell
-120
Closed -$5.22K – 1424
2024
Q4 		$5.22K Buy
120
+44
+58% +$1.96K ﹤0.01% 1542
2024
Q3 		$3.47K Buy
+76
New +$3.43K ﹤0.01% 1496

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
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

GeoWealth Management's IHDG Position: Q1 2025 in Review

GeoWealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025, closing a stake of 120 shares — an estimated $5.22K sold.

GeoWealth Management first reported a position in IHDG in Q3 2024 and held it in 2 quarters. The position peaked at $5.22K in Q4 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

  • GeoWealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 120 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2025, an estimated $5.22K.
  • GeoWealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $5.22K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.