Strategic Financial Concepts’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Strategic Financial Concepts’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	-23,297	Closed	-$1.05M	–	294
2025 Q2	$1.05M	Buy	23,297 +56	+0.2%	+$2.45K	0.15%	80
2025 Q1	$1.01M	Buy	23,241 +406	+2%	+$18.4K	0.19%	120
2024 Q4	$993K	Buy	22,835 +506	+2%	+$22.6K	0.19%	116
2024 Q3	$1.02M	Buy	22,329 +21,854	+4,601%	+$987K	0.33%	67
2024 Q2	$21.7K	Sell	475 -21,115	-98%	-$961K	0.01%	324
2024 Q1	$992K	Buy	+21,590	New	+$943K	0.24%	98
2023 Q4	–	Sell	-21,963	Closed	-$851K	–	196
2023 Q3	$851K	Buy	21,963 +7,941	+57%	+$314K	0.29%	83
2023 Q2	$563K	Buy	14,022 +171	+1%	+$6.85K	0.21%	110
2023 Q1	$546K	Buy	+13,851	New	+$528K	0.22%	102

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 22.9% 1-Year Est. Return

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

Strategic Financial Concepts's IHDG Position: Q3 2025 in Review

Strategic Financial Concepts sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 23,297 shares — an estimated $1.05M sold.

Strategic Financial Concepts first reported a position in IHDG in Q1 2023 and held it in 9 quarters. The position peaked at $1.05M in Q2 2025. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

Strategic Financial Concepts reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 23,297 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $1.05M.
Strategic Financial Concepts first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.05M in Q2 2025.
235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.