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

Win 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
-9,739
Closed -$423K – 63
2025
Q1 		$423K Buy
+9,739
New +$442K 0.22% 50
2023
Q4 		– Sell
-9,920
Closed -$384K – 67
2023
Q3 		$384K Buy
+9,920
New +$392K 0.19% 35

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Win Advisors's IHDG Position: Q2 2025 in Review

Win Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2025, closing a stake of 9,739 shares — an estimated $423K sold.

Win Advisors first reported a position in IHDG in Q3 2023 and held it in 2 quarters. The position peaked at $423K in Q1 2025. 253 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • Win Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Win Advisors sold 9,739 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $423K.
  • Win Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and held it in 2 quarters.
  • Win Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $423K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Win Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.