WCG Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

WCG Wealth Advisors’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	-267,055	Closed	-$11.6M	–	339
2025 Q1	$11.6M	Buy	267,055 +51,177	+24%	+$2.32M	0.88%	29
2024 Q4	$9.38M	Buy	215,878 +90,796	+73%	+$4.05M	0.62%	46
2024 Q3	$5.72M	Buy	125,082 +19,598	+19%	+$885K	0.39%	81
2024 Q2	$4.81M	Buy	+105,484	New	+$4.8M	0.36%	78

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

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

AAS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WCG Wealth Advisors's IHDG Position: Q2 2025 in Review

WCG Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 267,055 shares — an estimated $11.6M sold.

WCG Wealth Advisors first reported a position in IHDG in Q2 2024 and held it in 4 quarters. The position peaked at $11.6M in Q1 2025. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

WCG Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
WCG Wealth Advisors sold 267,055 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $11.6M.
WCG Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and held it in 4 quarters.
WCG Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $11.6M in Q1 2025.
253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on WCG Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.