GGM Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

GGM Wealth Advisors’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	-8,566	Closed	-$373K	–	141
2024 Q4	$373K	Sell	8,566 -260	-3%	-$11.6K	0.2%	92
2024 Q3	$403K	Buy	8,826 +1,465	+20%	+$66.2K	0.17%	87
2024 Q2	$336K	Buy	+7,361	New	+$335K	0.15%	99
2023 Q1	–	Sell	-5,909	Closed	-$221K	–	92
2022 Q4	$221K	Sell	5,909 -484	-8%	-$18.3K	0.11%	125
2022 Q3	$242K	Sell	6,393 -50	-0.8%	-$1.94K	0.13%	117
2022 Q2	$243K	Buy	+6,443	New	+$262K	0.14%	115

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GGM Wealth Advisors's IHDG Position: Q1 2025 in Review

GGM Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025, closing a stake of 8,566 shares — an estimated $373K sold.

GGM Wealth Advisors first reported a position in IHDG in Q2 2022 and held it in 6 quarters. The position peaked at $403K in Q3 2024. 262 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

GGM Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
GGM Wealth Advisors sold 8,566 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2025, an estimated $373K.
GGM Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2022 and held it in 6 quarters.
GGM Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $403K in Q3 2024.
262 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.