Secured Retirement Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Secured Retirement Advisors’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	-4,994	Closed	-$225K	–	123
2025 Q2	$225K	Sell	4,994 -53,966	-92%	-$2.36M	0.13%	108
2025 Q1	$2.56M	Sell	58,960 -163	-0.3%	-$7.4K	1.65%	10
2024 Q4	$2.57M	Buy	59,123 +1,102	+2%	+$49.2K	1.47%	11
2024 Q3	$2.65M	Sell	58,021 -364	-0.6%	-$16.4K	1.91%	9
2024 Q2	$2.66M	Sell	58,385 -695	-1%	-$31.6K	2.07%	6
2024 Q1	$2.71M	Buy	59,080 +285	+0.5%	+$12.4K	2.3%	6
2023 Q4	$2.47M	Buy	+58,795	New	+$2.33M	2.37%	6

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 22.96% 1-Year Est. Return

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

Secured Retirement Advisors's IHDG Position: Q3 2025 in Review

Secured Retirement Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 4,994 shares — an estimated $225K sold.

Secured Retirement Advisors first reported a position in IHDG in Q4 2023 and held it in 7 quarters. The position peaked at $2.71M in Q1 2024. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

Secured Retirement Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Secured Retirement Advisors sold 4,994 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $225K.
Secured Retirement Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2023 and held it in 7 quarters.
Secured Retirement Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.71M in Q1 2024.
235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Secured Retirement Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.