Mason & Associates (California)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Mason & Associates (California)’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	-259,948	Closed	-$11.7M	–	136
2025 Q2	$11.7M	Buy	259,948 +3,723	+1%	+$163K	2.7%	9
2025 Q1	$11.1M	Buy	256,225 +5,052	+2%	+$229K	2.76%	10
2024 Q4	$10.9M	Buy	251,173 +12,645	+5%	+$564K	2.57%	10
2024 Q3	$10.9M	Buy	238,528 +92,964	+64%	+$4.2M	2.72%	12
2024 Q2	$6.64M	Buy	145,564 +24,028	+20%	+$1.09M	1.77%	15
2024 Q1	$5.58M	Buy	+121,536	New	+$5.31M	1.49%	15
2022 Q4	–	Sell	-181,724	Closed	-$6.52M	–	83
2022 Q3	$6.52M	Buy	181,724 +4,178	+2%	+$162K	2.31%	11
2022 Q2	$6.64M	Buy	177,546 +51,985	+41%	+$2.12M	2.33%	12
2022 Q1	$5.39M	Buy	125,561 +8,347	+7%	+$358K	1.65%	20
2021 Q4	$5.36M	Buy	+117,214	New	+$5.23M	1.63%	22

Other funds holding IHDG

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Mason & Associates (California)'s IHDG Position: Q3 2025 in Review

Mason & Associates (California) sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 259,948 shares — an estimated $11.7M sold.

Mason & Associates (California) first reported a position in IHDG in Q4 2021 and held it in 10 quarters. The position peaked at $11.7M in Q2 2025. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

Mason & Associates (California) reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Mason & Associates (California) sold 259,948 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $11.7M.
Mason & Associates (California) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and held it in 10 quarters.
Mason & Associates (California)'s WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $11.7M in Q2 2025.
235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Mason & Associates (California)'s 13F filing for Q3 2025, filed 7 Nov 2025.