MWM
IHDG icon

Mission Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Mission Wealth 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
Q3 		– Sell
-6,926
Closed -$312K – 725
2025
Q2 		$312K Sell
6,926
-24,324
-78% -$1.07M 0.01% 573
2025
Q1 		$1.36M Buy
31,250
+642
+2% +$29.1K 0.03% 245
2024
Q4 		$1.33M Sell
30,608
-257
-0.8% -$11.5K 0.03% 231
2024
Q3 		$1.41M Buy
30,865
+10,554
+52% +$477K 0.03% 226
2024
Q2 		$926K Sell
20,311
-217,655
-91% -$9.91M 0.03% 287
2024
Q1 		$10.9M Buy
237,966
+224,373
+1,651% +$9.8M 0.29% 48
2023
Q4 		$571K Buy
+13,593
New +$539K 0.02% 343

Other funds holding IHDG

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Bank of America
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Raymond James Financial
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B AUM 30.22% 1-Year Est. Return