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

Simplicity Wealth’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 Q1	–	Sell	-5,788	Closed	-$252K	–	586
2024 Q4	$252K	Sell	5,788 -9,124	-61%	-$407K	0.05%	260
2024 Q3	$681K	Sell	14,912 -2,215	-13%	-$100K	0.06%	245
2024 Q2	$781K	Buy	17,127 +3,032	+22%	+$138K	0.02%	606
2024 Q1	$648K	Buy	+14,095	New	+$616K	0.02%	646

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Simplicity Wealth's IHDG Position: Q1 2025 in Review

Simplicity Wealth sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025, closing a stake of 5,788 shares — an estimated $252K sold.

Simplicity Wealth first reported a position in IHDG in Q1 2024 and held it in 4 quarters. The position peaked at $781K in Q2 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

Simplicity Wealth reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Simplicity Wealth sold 5,788 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2025, an estimated $252K.
Simplicity Wealth first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and held it in 4 quarters.
Simplicity Wealth's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $781K in Q2 2024.
263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.