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

Kolinsky 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
2024 Q4	$2.91M	Sell	66,988 -12,753	-16%	-$569K	1.78%	9
2024 Q3	$3.64M	Buy	79,741 +9,466	+13%	+$428K	2.37%	8
2024 Q2	$3.2M	Buy	70,275 +10,454	+17%	+$476K	2.3%	8
2024 Q1	$2.75M	Buy	59,821 +6,923	+13%	+$302K	2.1%	8
2023 Q4	$2.22M	Buy	52,898 +44,426	+524%	+$1.76M	1.95%	7
2023 Q3	$328K	Buy	8,472 +246	+3%	+$9.73K	0.33%	74
2023 Q2	$327K	Buy	8,226 +497	+6%	+$19.9K	0.31%	79
2023 Q1	$305K	Buy	7,729 +270	+4%	+$10.3K	0.32%	76
2022 Q4	$266K	Sell	7,459 -372	-5%	-$14.1K	0.3%	87
2022 Q3	$281K	Buy	7,831 +394	+5%	+$15.3K	0.35%	73
2022 Q2	$278K	Buy	7,437 +30	+0.4%	+$1.22K	0.33%	78
2022 Q1	$318K	Buy	+7,407	New	+$318K	0.31%	72

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Kolinsky Wealth Management's IHDG Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 16% in Q4 2024, selling an estimated $569K and leaving 66,988 shares worth $2.91M. The position accounts for 1.78% of the portfolio, ranked #9.

Kolinsky Wealth Management first reported a position in IHDG in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.64M in Q3 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q4 2024.

Kolinsky Wealth Management held 66,988 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $2.91M as of Q4 2024.
Kolinsky Wealth Management sold 12,753 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2024, an estimated $569K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 1.78% of Kolinsky Wealth Management's portfolio in Q4 2024, its #9 holding.
Kolinsky Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2022 and has held it in 12 quarters since.
Kolinsky Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.64M in Q3 2024.
263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.