Smith, Moore & Co’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Smith, Moore & Co’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	-10,487	Closed	-$472K	–	535
2025 Q2	$472K	Sell	10,487 -107,965	-91%	-$4.73M	0.04%	307
2025 Q1	$5.14M	Buy	118,452 +14,209	+14%	+$645K	0.48%	46
2024 Q4	$4.53M	Sell	104,243 -9,914	-9%	-$442K	0.41%	52
2024 Q3	$5.22M	Sell	114,157 -29	-0%	-$1.31K	0.5%	42
2024 Q2	$5.21M	Buy	114,186 +2,969	+3%	+$135K	0.54%	39
2024 Q1	$5.11M	Buy	111,217 +7,288	+7%	+$318K	0.54%	38
2023 Q4	$4.36M	Sell	103,929 -84,051	-45%	-$3.34M	0.51%	37
2023 Q3	$7.28M	Buy	187,980 +7,412	+4%	+$293K	0.96%	20
2023 Q2	$7.25M	Buy	+180,568	New	+$7.23M	0.92%	22

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 $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $432B AUM 30.22% 1-Year Est. Return

Smith, Moore & Co's IHDG Position: Q3 2025 in Review

Smith, Moore & Co sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 10,487 shares — an estimated $472K sold.

Smith, Moore & Co first reported a position in IHDG in Q2 2023 and held it in 9 quarters. The position peaked at $7.28M in Q3 2023. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

Smith, Moore & Co reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Smith, Moore & Co sold 10,487 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $472K.
Smith, Moore & Co first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and held it in 9 quarters.
Smith, Moore & Co's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $7.28M in Q3 2023.
235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Smith, Moore & Co's 13F filing for Q3 2025, filed 12 Nov 2025.