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Laurel Wealth Planning’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Laurel Wealth Planning’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 		– Sell
-5,551
Closed -$250K – 59
2025
Q2 		$250K Sell
5,551
-94,067
-94% -$4.12M 0.14% 48
2025
Q1 		$4.32M Sell
99,618
-26,265
-21% -$1.19M 2.87% 15
2024
Q4 		$5.47M Buy
125,883
+2,079
+2% +$92.7K 3.53% 9
2024
Q3 		$5.66M Sell
123,804
-16,041
-11% -$724K 3.7% 9
2024
Q2 		$6.38M Sell
139,845
-32,613
-19% -$1.48M 4.44% 9
2024
Q1 		$7.92M Sell
172,458
-1,851
-1% -$80.8K 5.26% 7
2023
Q4 		$7.32M Buy
174,309
+6,846
+4% +$272K 5.18% 7
2023
Q3 		$6.49M Buy
167,463
+27,249
+19% +$1.08M 5.05% 7
2023
Q2 		$5.63M Buy
140,214
+93,494
+200% +$3.74M 4.02% 7
2023
Q1 		$1.84M Buy
46,720
+2,425
+5% +$92.4K 1.22% 31
2022
Q4 		$1.58M Buy
44,295
+10,328
+30% +$391K 1.02% 32
2022
Q3 		$1.22M Buy
33,967
+31,896
+1,540% +$1.24M 0.9% 31
2022
Q2 		$77K Hold
2,071
– – 0.05% 90
2022
Q1 		$89K Sell
2,071
-430
-17% -$18.4K 0.06% 98
2021
Q4 		$114K Hold
2,501
– – 0.09% 72
2021
Q3 		$108K Hold
2,501
– – 0.09% 71
2021
Q2 		$110K Hold
2,501
– – 0.1% 56
2021
Q1 		$103K Buy
2,501
+100
+4% +$4.07K 0.09% 54
2020
Q4 		$94K Buy
+2,401
New +$90.9K 0.09% 52

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laurel Wealth Planning's IHDG Position: Q3 2025 in Review

Laurel Wealth Planning sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 5,551 shares — an estimated $250K sold.

Laurel Wealth Planning first reported a position in IHDG in Q4 2020 and held it in 19 quarters. The position peaked at $7.92M in Q1 2024. 234 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

  • Laurel Wealth Planning reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Laurel Wealth Planning sold 5,551 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $250K.
  • Laurel Wealth Planning first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and held it in 19 quarters.
  • Laurel Wealth Planning's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $7.92M in Q1 2024.
  • 234 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Laurel Wealth Planning's 13F filing for Q3 2025, filed 20 Oct 2025.