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Richmond Investment Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Richmond Investment Services’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
-105,115
Closed -$4.56M – 210
2025
Q1 		$4.56M Buy
105,115
+51,304
+95% +$2.33M 2.48% 11
2024
Q4 		$2.34M Buy
+53,811
New +$2.4M 1.31% 19

Other funds holding IHDG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Richmond Investment Services's IHDG Position: Q2 2025 in Review

Richmond Investment Services sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 105,115 shares — an estimated $4.56M sold.

Richmond Investment Services first reported a position in IHDG in Q4 2024 and held it in 2 quarters. The position peaked at $4.56M in Q1 2025. 252 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • Richmond Investment Services reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Richmond Investment Services sold 105,115 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $4.56M.
  • Richmond Investment Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and held it in 2 quarters.
  • Richmond Investment Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.56M in Q1 2025.
  • 252 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Richmond Investment Services's 13F filing for Q2 2025, filed 12 Aug 2025.