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

Milestone 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 Q1	–	Sell	-7,062	Closed	-$307K	–	225
2024 Q4	$307K	Buy	7,062 +227	+3%	+$10.1K	0.07%	197
2024 Q3	$312K	Buy	6,835 +288	+4%	+$13K	0.07%	175
2024 Q2	$298K	Buy	+6,547	New	+$298K	0.07%	164

Other funds holding IHDG

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

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

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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Milestone Asset Management's IHDG Position: Q1 2025 in Review

Milestone Asset Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025, closing a stake of 7,062 shares — an estimated $307K sold.

Milestone Asset Management first reported a position in IHDG in Q2 2024 and held it in 3 quarters. The position peaked at $312K in Q3 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

Milestone Asset Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Milestone Asset Management sold 7,062 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2025, an estimated $307K.
Milestone Asset Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and held it in 3 quarters.
Milestone Asset Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $312K in Q3 2024.
263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

Based on Milestone Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.