Venture Visionary Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Venture Visionary Partners’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	-4,931	Closed	-$227K	–	680
2025 Q3	$227K	Sell	4,931 -10	-0.2%	-$453	0.01%	566
2025 Q2	$223K	Sell	4,941 -5,875	-54%	-$257K	0.01%	542
2025 Q1	$469K	Sell	10,816 -73,582	-87%	-$3.34M	0.02%	396
2024 Q4	$3.67M	Sell	84,398 -3,414	-4%	-$152K	0.16%	144
2024 Q3	$4.01M	Buy	+87,812	New	+$3.97M	0.17%	126

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

Venture Visionary Partners's IHDG Position: Q4 2025 in Review

Venture Visionary Partners sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2025, closing a stake of 4,931 shares — an estimated $227K sold.

Venture Visionary Partners first reported a position in IHDG in Q3 2024 and held it in 5 quarters. The position peaked at $4.01M in Q3 2024. 250 funds tracked by Wall St. Rank hold IHDG as of Q4 2025.

Venture Visionary Partners reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Venture Visionary Partners sold 4,931 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2025, an estimated $227K.
Venture Visionary Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024 and held it in 5 quarters.
Venture Visionary Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.01M in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2025.

Based on Venture Visionary Partners's 13F filing for Q4 2025, filed 13 Feb 2026.