WR Wealth Planners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

WR Wealth Planners’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
2024 Q4	$143K	Hold	3,300	–	–	0.05%	190
2024 Q3	$151K	Hold	3,300	–	–	0.04%	222
2024 Q2	$150K	Hold	3,300	–	–	0.05%	206
2024 Q1	$152K	Buy	+3,300	New	+$144K	0.05%	210
2023 Q4	–	Sell	-3,300	Closed	-$128K	–	509
2023 Q3	$128K	Hold	3,300	–	–	0.05%	214
2023 Q2	$133K	Hold	3,300	–	–	0.05%	211
2023 Q1	$130K	Buy	+3,300	New	+$126K	0.06%	210

Other funds holding IHDG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WR Wealth Planners's IHDG Position: Q4 2024 in Review

WR Wealth Planners held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q4 2024 at 3,300 shares worth $143K. The position accounts for 0.05% of the portfolio, ranked #190.

WR Wealth Planners first reported a position in IHDG in Q1 2023 and has held it in 7 quarters since. The position peaked at $152K in Q1 2024. 262 funds tracked by Wall St. Rank hold IHDG as of Q4 2024.

WR Wealth Planners held 3,300 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $143K as of Q4 2024.
WR Wealth Planners left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q4 2024.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #190 holding.
WR Wealth Planners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $152K in Q1 2024.
262 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.