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Oarsman Capital’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Oarsman Capital’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
-3,275
Closed -$142K – 531
2024
Q4 		$142K Hold
3,275
– – 0.02% 279
2024
Q3 		$150K Buy
+3,275
New +$148K 0.03% 279
2022
Q2 		– Sell
-5,325
Closed -$229K – 176
2022
Q1 		$229K Hold
5,325
– – 0.09% 171
2021
Q4 		$244K Hold
5,325
– – 0.1% 161
2021
Q3 		$230K Sell
5,325
-200
-4% -$9.06K 0.09% 171
2021
Q2 		$244K Hold
5,525
– – 0.1% 166
2021
Q1 		$228K Sell
5,525
-100
-2% -$4.07K 0.1% 166
2020
Q4 		$221K Hold
5,625
– – 0.09% 165
2020
Q3 		$206K Buy
+5,625
New +$202K 0.09% 159
2020
Q1 		– Sell
-12,385
Closed -$450K – 143
2019
Q4 		$450K Sell
12,385
-336
-3% -$11.7K 0.21% 112
2019
Q3 		$428K Sell
12,721
-495
-4% -$16.4K 0.2% 112
2019
Q2 		$432K Sell
13,216
-2,800
-17% -$91.2K 0.2% 112
2019
Q1 		$516K Sell
16,016
-575
-3% -$17.6K 0.25% 102
2018
Q4 		$462K Sell
16,591
-200
-1% -$5.91K 0.24% 107
2018
Q3 		$539K Sell
16,791
-650
-4% -$21K 0.22% 109
2018
Q2 		$554K Buy
17,441
+1
+0% +$32 0.25% 103
2018
Q1 		$538K Sell
17,440
-300
-2% -$9.38K 0.24% 108
2017
Q4 		$562K Buy
17,740
+131
+0.7% +$4.11K 0.24% 108
2017
Q3 		$540K Buy
17,609
+876
+5% +$26.3K 0.23% 102
2017
Q2 		$495K Buy
16,733
+2
+0% +$59 0.23% 109
2017
Q1 		$476K Buy
16,731
+875
+6% +$24.1K 0.22% 112
2016
Q4 		$418K Sell
15,856
-223
-1% -$5.76K 0.27% 102
2016
Q3 		$424K Buy
16,079
+400
+3% +$10.5K 0.22% 117
2016
Q2 		$402K Buy
15,679
+254
+2% +$6.55K 0.21% 124
2016
Q1 		$395K Buy
15,425
+601
+4% +$15.1K 0.21% 123
2015
Q4 		$392K Buy
14,824
+704
+5% +$18.7K 0.22% 121
2015
Q3 		$351K Buy
14,120
+4,051
+40% +$106K 0.21% 134
2015
Q2 		$263K Buy
+10,069
New +$278K 0.18% 147

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
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

Oarsman Capital's IHDG Position: Q1 2025 in Review

Oarsman Capital sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025, closing a stake of 3,275 shares — an estimated $142K sold.

Oarsman Capital first reported a position in IHDG in Q2 2015 and held it in 28 quarters. The position peaked at $562K in Q4 2017. 263 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

  • Oarsman Capital reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 3,275 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2025, an estimated $142K.
  • Oarsman Capital first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2015 and held it in 28 quarters.
  • Oarsman Capital's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $562K in Q4 2017.
  • 263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.