Lifestyle Asset Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Lifestyle Asset 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	–	Sell	-54,062	Closed	-$2.35M	–	135
2025 Q1	$2.35M	Buy	54,062 +39,337	+267%	+$1.78M	1.29%	15
2024 Q4	$640K	Sell	14,725 -1,383	-9%	-$61.7K	0.35%	54
2024 Q3	$736K	Sell	16,108 -242	-1%	-$10.9K	0.41%	52
2024 Q2	$745K	Buy	+16,350	New	+$744K	0.43%	52

Other funds holding IHDG

LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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

Lifestyle Asset Management's IHDG Position: Q2 2025 in Review

Lifestyle Asset Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 54,062 shares — an estimated $2.35M sold.

Lifestyle Asset Management first reported a position in IHDG in Q2 2024 and held it in 4 quarters. The position peaked at $2.35M in Q1 2025. 252 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

Lifestyle Asset Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Lifestyle Asset Management sold 54,062 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $2.35M.
Lifestyle Asset Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and held it in 4 quarters.
Lifestyle Asset Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.35M in Q1 2025.
252 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.