Barrett & Company’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Barrett & Company’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	$17.9K	Hold	342	–	–	0.01%	443
2026 Q1	$16.5K	Hold	342	–	–	0.01%	423
2025 Q4	$16.6K	Hold	342	–	–	0.01%	428
2025 Q3	$15.8K	Hold	342	–	–	0.01%	431
2025 Q2	$15.4K	Hold	342	–	–	0.01%	440
2025 Q1	$14.8K	Buy	+342	New	+$15.5K	0.01%	410

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

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

Barrett & Company's IHDG Position: Q2 2026 in Review

Barrett & Company held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2026 at 342 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #443.

Barrett & Company first reported a position in IHDG in Q1 2025 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Barrett & Company held 342 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $17.9K as of Q2 2026.
Barrett & Company left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #443 holding.
Barrett & Company first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.