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Zimmermann Investment Management & Planning’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-87,871
Closed -$4.02M – 56
2024
Q3 		$4.02M Buy
87,871
+9,121
+12% +$412K 1.23% 24
2024
Q2 		$3.59M Buy
78,750
+8,691
+12% +$396K 1.2% 28
2024
Q1 		$3.22M Buy
70,059
+12,508
+22% +$546K 1.16% 28
2023
Q4 		$2.42M Buy
57,551
+13,446
+30% +$534K 0.99% 31
2023
Q3 		$1.71M Buy
+44,105
New +$1.74M 0.82% 36

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Zimmermann Investment Management & Planning's IHDG Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q4 2024, closing a stake of 87,871 shares — an estimated $4.02M sold.

Zimmermann Investment Management & Planning first reported a position in IHDG in Q3 2023 and held it in 5 quarters. The position peaked at $4.02M in Q3 2024. 262 funds tracked by Wall St. Rank hold IHDG as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 87,871 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2024, an estimated $4.02M.
  • Zimmermann Investment Management & Planning first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and held it in 5 quarters.
  • Zimmermann Investment Management & Planning's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.02M in Q3 2024.
  • 262 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.