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

Puff 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
-6,995
Closed -$315K – 87
2025
Q2 		$315K Sell
6,995
-11,426
-62% -$500K 0.23% 78
2025
Q1 		$799K Buy
18,421
+2,613
+17% +$119K 0.75% 38
2024
Q4 		$687K Buy
+15,808
New +$705K 1.2% 29

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Puff Wealth Management's IHDG Position: Q3 2025 in Review

Puff Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 6,995 shares — an estimated $315K sold.

Puff Wealth Management first reported a position in IHDG in Q4 2024 and held it in 3 quarters. The position peaked at $799K in Q1 2025. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

  • Puff Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 6,995 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $315K.
  • Puff Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and held it in 3 quarters.
  • Puff Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $799K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.