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Synergy Investment Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Synergy Investment Management’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
-78
Closed -$3.38K – 305
2025
Q1 		$3.38K Buy
+78
New +$3.54K ﹤0.01% 495

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Envestnet Asset Management
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AAS
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UBS Group
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Creative Planning
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Synergy Investment Management's IHDG Position: Q2 2025 in Review

Synergy Investment Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 78 shares — an estimated $3.38K sold.

Synergy Investment Management first reported a position in IHDG in Q1 2025 and held it in 1 quarter. The position peaked at $3.38K in Q1 2025. 252 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • Synergy Investment Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 78 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $3.38K.
  • Synergy Investment Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and held it in 1 quarter.
  • Synergy Investment Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.38K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.