Aspen Investment Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Aspen Investment Management’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	$288K	Sell	5,500 -150	-3%	-$7.61K	0.08%	168
2026 Q1	$272K	Hold	5,650	–	–	0.08%	162
2025 Q4	$275K	Hold	5,650	–	–	0.08%	164
2025 Q3	$260K	Hold	5,650	–	–	0.1%	141
2025 Q2	$255K	Hold	5,650	–	–	0.11%	143
2025 Q1	$245K	Hold	5,650	–	–	0.11%	136
2024 Q4	$246K	Hold	5,650	–	–	0.11%	135
2024 Q3	$258K	Hold	5,650	–	–	0.12%	136
2024 Q2	$258K	Sell	5,650 -150	-3%	-$6.83K	0.13%	131
2024 Q1	$266K	Sell	5,800 -400	-6%	-$17.5K	0.14%	136
2023 Q4	$260K	Sell	6,200 -350	-5%	-$13.9K	0.15%	127
2023 Q3	$253K	Hold	6,550	–	–	0.15%	128
2023 Q2	$263K	Hold	6,550	–	–	0.16%	118
2023 Q1	$258K	Hold	6,550	–	–	0.17%	112
2022 Q4	$233K	Hold	6,550	–	–	0.15%	117
2022 Q3	$235K	Hold	6,550	–	–	0.16%	122
2022 Q2	$245K	Sell	6,550 -150	-2%	-$6.11K	0.15%	127
2022 Q1	$288K	Sell	6,700 -150	-2%	-$6.43K	0.15%	123
2021 Q4	$313K	Hold	6,850	–	–	0.15%	123
2021 Q3	$296K	Hold	6,850	–	–	0.16%	120
2021 Q2	$302K	Hold	6,850	–	–	0.16%	123
2021 Q1	$283K	Sell	6,850 -50	-0.7%	-$2.03K	0.16%	115
2020 Q4	$271K	Hold	6,900	–	–	0.16%	113
2020 Q3	$252K	Hold	6,900	–	–	0.17%	109
2020 Q2	$242K	Hold	6,900	–	–	0.17%	103
2020 Q1	$209K	Sell	6,900 -500	-7%	-$17.2K	0.18%	99
2019 Q4	$269K	Hold	7,400	–	–	0.17%	112
2019 Q3	$249K	Sell	7,400 -300	-4%	-$9.91K	0.17%	117
2019 Q2	$252K	Hold	7,700	–	–	0.17%	121
2019 Q1	$248K	Hold	7,700	–	–	0.17%	118
2018 Q4	$214K	Hold	7,700	–	–	0.17%	120
2018 Q3	$247K	Hold	7,700	–	–	0.16%	128
2018 Q2	$245K	Buy	7,700 +1,100	+17%	+$35.1K	0.17%	128
2018 Q1	$204K	Hold	6,600	–	–	0.15%	136
2017 Q4	$209K	Sell	6,600 -200	-3%	-$6.28K	0.15%	133
2017 Q3	$208K	Buy	+6,800	New	+$204K	0.15%	131
2016 Q1	–	Sell	-25,770	Closed	-$681K	–	121
2015 Q4	$681K	Buy	25,770 +9,948	+63%	+$264K	0.68%	45
2015 Q3	$394K	Buy	+15,822	New	+$414K	0.38%	71

Other funds holding IHDG

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

Aspen Investment Management's IHDG Position: Q2 2026 in Review

Aspen Investment Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 2.7% in Q2 2026, selling an estimated $7.61K and leaving 5,500 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #168.

Aspen Investment Management first reported a position in IHDG in Q3 2015 and has held it in 38 quarters since. The position peaked at $681K in Q4 2015. 40 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Aspen Investment Management held 5,500 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $288K as of Q2 2026.
Aspen Investment Management sold 150 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $7.61K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.08% of Aspen Investment Management's portfolio in Q2 2026, its #168 holding.
Aspen Investment Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2015 and has held it in 38 quarters since.
Aspen Investment Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $681K in Q4 2015.
40 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.