LMKC
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L.M. Kohn & Company’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

L.M. Kohn & Company’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
Q3 		$311K Sell
6,749
-175
-3% -$7.93K 0.37% 84
2025
Q2 		$312K Sell
6,924
-174
-2% -$7.62K 0.08% 197
2025
Q1 		$308K Buy
7,098
+284
+4% +$12.9K 0.08% 196
2024
Q4 		$296K Buy
6,814
+68
+1% +$3.03K 0.08% 194
2024
Q3 		$308K Sell
6,746
-1,231
-15% -$55.6K 0.08% 200
2024
Q2 		$364K Buy
7,977
+655
+9% +$29.8K 0.1% 172
2024
Q1 		$336K Sell
7,322
-9,943
-58% -$434K 0.09% 188
2023
Q4 		$725K Buy
17,265
+1,833
+12% +$72.7K 0.23% 91
2023
Q3 		$598K Buy
15,432
+1,620
+12% +$64.1K 0.22% 97
2023
Q2 		$555K Buy
13,812
+2,211
+19% +$88.5K 0.21% 116
2023
Q1 		$457K Buy
11,601
+4,178
+56% +$159K 0.19% 124
2022
Q4 		$264K Buy
7,423
+1,001
+16% +$37.9K 0.12% 171
2022
Q3 		$230K Buy
6,422
+388
+6% +$15K 0.11% 175
2022
Q2 		$226K Buy
+6,034
New +$246K 0.11% 201

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

L.M. Kohn & Company's IHDG Position: Q3 2025 in Review

L.M. Kohn & Company reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 2.5% in Q3 2025, selling an estimated $7.93K and leaving 6,749 shares worth $311K. The position accounts for 0.37% of the portfolio, ranked #84.

L.M. Kohn & Company first reported a position in IHDG in Q2 2022 and has held it in 14 quarters since. The position peaked at $725K in Q4 2023. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

  • L.M. Kohn & Company held 6,749 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $311K as of Q3 2025.
  • L.M. Kohn & Company sold 175 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $7.93K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.37% of L.M. Kohn & Company's portfolio in Q3 2025, its #84 holding.
  • L.M. Kohn & Company first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2022 and has held it in 14 quarters since.
  • L.M. Kohn & Company's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $725K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.