Jim Simons’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Jim Simons’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	-43,700	Closed	-$1.9M	–	3706
2025 Q1	$1.9M	Buy	+43,700	New	+$1.98M	﹤0.01%	2033
2024 Q4	–	Sell	-12,900	Closed	-$590K	–	3724
2024 Q3	$590K	Buy	+12,900	New	+$583K	﹤0.01%	2709
2024 Q2	–	Sell	-44,500	Closed	-$2.04M	–	3717
2024 Q1	$2.04M	Buy	44,500 +23,800	+115%	+$1.04M	﹤0.01%	2021
2023 Q4	$869K	Sell	20,700 -25,000	-55%	-$992K	﹤0.01%	2495
2023 Q3	$1.77M	Buy	45,700 +3,800	+9%	+$150K	﹤0.01%	1936
2023 Q2	$1.68M	Buy	41,900 +17,400	+71%	+$697K	﹤0.01%	2107
2023 Q1	$966K	Buy	+24,500	New	+$934K	﹤0.01%	2501
2022 Q4	–	Sell	-5,575	Closed	-$200K	–	4243
2022 Q3	$200K	Buy	+5,575	New	+$216K	﹤0.01%	3385
2021 Q4	–	Sell	-10,600	Closed	-$458K	–	4051
2021 Q3	$458K	Buy	+10,600	New	+$480K	﹤0.01%	2925

Other funds holding IHDG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jim Simons's IHDG Position: Q2 2025 in Review

Jim Simons sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 43,700 shares — an estimated $1.9M sold.

Jim Simons first reported a position in IHDG in Q3 2021 and held it in 9 quarters. The position peaked at $2.04M in Q1 2024. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

Jim Simons reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 43,700 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $1.9M.
Jim Simons first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2021 and held it in 9 quarters.
Jim Simons's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.04M in Q1 2024.
253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.