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Lion Street Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Lion Street Advisors’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
-4,466
Closed -$201K – 291
2025
Q2 		$201K Buy
+4,466
New +$196K 0.06% 269

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

Lion Street Advisors's IHDG Position: Q3 2025 in Review

Lion Street Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 4,466 shares — an estimated $201K sold.

Lion Street Advisors first reported a position in IHDG in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 234 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

  • Lion Street Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 4,466 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $201K.
  • Lion Street Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2025 and held it in 1 quarter.
  • Lion Street Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $201K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.