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Action Point Financial Planning’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Action Point Financial 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
2026
Q2 		$744K Buy
+14,201
New +$721K 0.08% 201

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Action Point Financial Planning's IHDG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026: 14,201 shares worth $744K. The stake represents 0.08% of the portfolio and ranks #201 among its holdings.

237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Action Point Financial Planning held 14,201 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $744K as of Q2 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund was a new Action Point Financial Planning position in Q2 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #201 holding.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.