Per Stirling Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Per Stirling Capital 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	-5,000	Closed	-$225K	–	293
2025 Q2	$225K	Hold	5,000	–	–	0.03%	257
2025 Q1	$217K	Hold	5,000	–	–	0.03%	246
2024 Q4	$217K	Sell	5,000 -1,500	-23%	-$66.9K	0.03%	243
2024 Q3	$297K	Hold	6,500	–	–	0.04%	223
2024 Q2	$296K	Hold	6,500	–	–	0.05%	204
2024 Q1	$299K	Hold	6,500	–	–	0.05%	191
2023 Q4	$273K	Hold	6,500	–	–	0.05%	183
2023 Q3	$252K	Hold	6,500	–	–	0.05%	175
2023 Q2	$261K	Buy	+6,500	New	+$260K	0.05%	176

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 22.9% 1-Year Est. Return

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

Per Stirling Capital Management's IHDG Position: Q3 2025 in Review

Per Stirling Capital Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 5,000 shares — an estimated $225K sold.

Per Stirling Capital Management first reported a position in IHDG in Q2 2023 and held it in 9 quarters. The position peaked at $299K in Q1 2024. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

Per Stirling Capital Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Per Stirling Capital Management sold 5,000 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $225K.
Per Stirling Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and held it in 9 quarters.
Per Stirling Capital Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $299K in Q1 2024.
235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Per Stirling Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.