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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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. 263 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.
263 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.