TFM
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Trademark Financial Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Trademark Financial 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
Q4 		– Sell
-4,932
Closed -$227K – 97
2025
Q3 		$227K Sell
4,932
-1,500
-23% -$68K 0.13% 86
2025
Q2 		$290K Sell
6,432
-10,197
-61% -$446K 0.18% 75
2025
Q1 		$722K Sell
16,629
-328
-2% -$14.9K 0.55% 43
2024
Q4 		$737K Sell
16,957
-14,911
-47% -$665K 0.59% 36
2024
Q3 		$1.46M Sell
31,868
-4,270
-12% -$193K 1.16% 20
2024
Q2 		$1.65M Buy
36,138
+10,748
+42% +$489K 1.34% 18
2024
Q1 		$1.17M Sell
25,390
-476
-2% -$20.8K 0.97% 24
2023
Q4 		$1.09M Buy
+25,866
New +$1.03M 0.8% 27

Other funds holding IHDG

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return