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IAM Advisory’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

IAM Advisory’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
-219,275
Closed -$9.52M – 101
2025
Q1 		$9.52M Sell
219,275
-124
-0.1% -$5.63K 2.47% 9
2024
Q4 		$9.54M Buy
219,399
+2,976
+1% +$133K 2.42% 9
2024
Q3 		$9.89M Buy
216,423
+3,046
+1% +$138K 2.5% 9
2024
Q2 		$9.73M Buy
+213,377
New +$9.71M 2.64% 9

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IAM Advisory's IHDG Position: Q2 2025 in Review

IAM Advisory sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 219,275 shares — an estimated $9.52M sold.

IAM Advisory first reported a position in IHDG in Q2 2024 and held it in 4 quarters. The position peaked at $9.89M in Q3 2024. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • IAM Advisory reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • IAM Advisory sold 219,275 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $9.52M.
  • IAM Advisory first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and held it in 4 quarters.
  • IAM Advisory's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $9.89M in Q3 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on IAM Advisory's 13F filing for Q2 2025, filed 8 Jul 2025.