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RFG Advisory’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

RFG Advisory’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
Q2 		– Sell
-16,605
Closed -$721K – 948
2025
Q1 		$721K Sell
16,605
-683
-4% -$31K 0.02% 476
2024
Q4 		$752K Sell
17,288
-2,669
-13% -$119K 0.02% 424
2024
Q3 		$912K Buy
+19,957
New +$901K 0.03% 378
2023
Q4 		– Sell
-8,031
Closed -$311K – 661
2023
Q3 		$311K Buy
8,031
+703
+10% +$27.8K 0.01% 500
2023
Q2 		$294K Buy
7,328
+451
+7% +$18.1K 0.01% 531
2023
Q1 		$271K Buy
6,877
+107
+2% +$4.08K 0.01% 535
2022
Q4 		$264K Sell
6,770
-113
-2% -$4.28K 0.01% 538
2022
Q3 		$265K Buy
6,883
+359
+6% +$13.9K 0.02% 518
2022
Q2 		$262K Buy
6,524
+652
+11% +$26.5K 0.02% 484
2022
Q1 		$252K Buy
5,872
+617
+12% +$26.5K 0.02% 442
2021
Q4 		$240K Buy
+5,255
New +$234K 0.02% 433

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RFG Advisory's IHDG Position: Q2 2025 in Review

RFG Advisory sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 16,605 shares — an estimated $721K sold.

RFG Advisory first reported a position in IHDG in Q4 2021 and held it in 11 quarters. The position peaked at $912K in Q3 2024. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • RFG Advisory reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • RFG Advisory sold 16,605 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $721K.
  • RFG Advisory first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and held it in 11 quarters.
  • RFG Advisory's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $912K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on RFG Advisory's 13F filing for Q2 2025, filed 28 Jul 2025.