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Silver Oak Securities’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Silver Oak Securities’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
-62,833
Closed -$2.75M – 708
2025
Q1 		$2.75M Buy
62,833
+48,152
+328% +$2.18M 0.25% 85
2024
Q4 		$638K Buy
+14,681
New +$655K 0.06% 330

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

Silver Oak Securities's IHDG Position: Q2 2025 in Review

Silver Oak Securities sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 62,833 shares — an estimated $2.75M sold.

Silver Oak Securities first reported a position in IHDG in Q4 2024 and held it in 2 quarters. The position peaked at $2.75M in Q1 2025. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • Silver Oak Securities reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Silver Oak Securities sold 62,833 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $2.75M.
  • Silver Oak Securities first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and held it in 2 quarters.
  • Silver Oak Securities's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.75M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Silver Oak Securities's 13F filing for Q2 2025, filed 11 Jul 2025.