Bank of Montreal’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Bank of Montreal’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	$31.5K	Buy	602 +4	+0.7%	+$203	﹤0.01%	3510
2026 Q1	$28.8K	Sell	598 -543	-48%	-$27.1K	﹤0.01%	3411
2025 Q4	$55.5K	Buy	1,141 +262	+30%	+$12.4K	﹤0.01%	3174
2025 Q3	$40.5K	Buy	879 +281	+47%	+$12.7K	﹤0.01%	3165
2025 Q2	$26.9K	Buy	+598	New	+$26.2K	﹤0.01%	3246
2025 Q1	–	Sell	-1,200	Closed	-$52.2K	–	3611
2024 Q4	$52.2K	Buy	+1,200	New	+$53.5K	﹤0.01%	3097
2024 Q2	–	Sell	-94	Closed	-$4.32K	–	4049
2024 Q1	$4.32K	Sell	94 -81	-46%	-$3.54K	﹤0.01%	3755
2023 Q4	$7.35K	Hold	175	–	–	﹤0.01%	3830
2023 Q3	$7.01K	Sell	175 -5,241	-97%	-$207K	﹤0.01%	3649
2023 Q2	$220K	Buy	5,416 +16	+0.3%	+$641	﹤0.01%	3157
2023 Q1	$213K	Sell	5,400 -102,666	-95%	-$3.91M	﹤0.01%	2978
2022 Q4	$3.91M	Buy	108,066 +103,459	+2,246%	+$3.92M	﹤0.01%	1429
2022 Q3	$174	Buy	+4,607	New	+$178K	﹤0.01%	3262
2021 Q1	–	Sell	-750	Closed	-$31K	–	5205
2020 Q4	$31K	Hold	750	–	–	﹤0.01%	4204
2020 Q3	$28K	Sell	750 -693	-48%	-$24.9K	﹤0.01%	3675
2020 Q2	$51K	Buy	1,443 +693	+92%	+$23.2K	﹤0.01%	3436
2020 Q1	$22K	Sell	750 -750	-50%	-$25.8K	﹤0.01%	3215
2019 Q4	$54K	Hold	1,500	–	–	﹤0.01%	3803
2019 Q3	$50K	Hold	1,500	–	–	﹤0.01%	3622
2019 Q2	$49K	Hold	1,500	–	–	﹤0.01%	3705
2019 Q1	$48K	Sell	1,500 -3,000	-67%	-$91.7K	﹤0.01%	3355
2018 Q4	$125K	Hold	4,500	–	–	﹤0.01%	2835
2018 Q3	$144K	Sell	4,500 -8,032	-64%	-$259K	﹤0.01%	2932
2018 Q2	$398K	Buy	12,532 +8,032	+178%	+$256K	﹤0.01%	2435
2018 Q1	$139K	Sell	4,500 -292	-6%	-$9.13K	﹤0.01%	2812
2017 Q4	$152K	Sell	4,792 -2,261	-32%	-$71K	﹤0.01%	2803
2017 Q3	$216K	Buy	+7,053	New	+$211K	﹤0.01%	2638

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CWM

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

Bank of Montreal's IHDG Position: Q2 2026 in Review

Bank of Montreal increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.67% in Q2 2026, buying an estimated $203 and bringing the position to 602 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3510.

Bank of Montreal first reported a position in IHDG in Q3 2017 and has held it in 27 quarters since. The position peaked at $3.91M in Q4 2022. 207 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Bank of Montreal held 602 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $31.5K as of Q2 2026.
Bank of Montreal bought 4 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $203.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3510 holding.
Bank of Montreal first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2017 and has held it in 27 quarters since.
Bank of Montreal's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.91M in Q4 2022.
207 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.