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

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

AAS

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

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 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

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

Trademark Financial Management's IHDG Position: Q4 2025 in Review

Trademark Financial Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2025, closing a stake of 4,932 shares — an estimated $227K sold.

Trademark Financial Management first reported a position in IHDG in Q4 2023 and held it in 8 quarters. The position peaked at $1.65M in Q2 2024. 250 funds tracked by Wall St. Rank hold IHDG as of Q4 2025.

Trademark Financial Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Trademark Financial Management sold 4,932 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2025, an estimated $227K.
Trademark Financial Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2023 and held it in 8 quarters.
Trademark Financial Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.65M in Q2 2024.
250 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2025.

Based on Trademark Financial Management's 13F filing for Q4 2025, filed 28 Jan 2026.