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Iron Horse Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Iron Horse Wealth 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 		$28.8K Hold
639
– – 0.01% 185
2025
Q1 		$27.7K Sell
639
-5
-0.8% -$227 0.01% 169
2024
Q4 		$28K Hold
644
– – 0.01% 155
2024
Q3 		$29.4K Buy
644
+50
+8% +$2.26K 0.01% 146
2024
Q2 		$27.1K Buy
594
+91
+18% +$4.14K 0.01% 140
2024
Q1 		$23.1K Buy
+503
New +$22K 0.01% 128

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

Iron Horse Wealth Management's IHDG Position: Q2 2025 in Review

Iron Horse Wealth Management held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2025 at 639 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #185.

Iron Horse Wealth Management first reported a position in IHDG in Q1 2024 and has held it in 6 quarters since. The position peaked at $29.4K in Q3 2024. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • Iron Horse Wealth Management held 639 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $28.8K as of Q2 2025.
  • Iron Horse Wealth Management left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2025.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #185 holding.
  • Iron Horse Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and has held it in 6 quarters since.
  • Iron Horse Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $29.4K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.