Bessemer Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Bessemer Group’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	$46K	Sell	878 -320	-27%	-$16.2K	﹤0.01%	1725
2026 Q1	$58K	Hold	1,198	–	–	﹤0.01%	1631
2025 Q4	$58K	Sell	1,198 -3,076	-72%	-$146K	﹤0.01%	1607
2025 Q3	$197K	Hold	4,274	–	–	﹤0.01%	1124
2025 Q2	$193K	Hold	4,274	–	–	﹤0.01%	1091
2025 Q1	$185K	Sell	4,274 -1,081	-20%	-$49.1K	﹤0.01%	1089
2024 Q4	$233K	Buy	+5,355	New	+$239K	﹤0.01%	1040

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

Bessemer Group's IHDG Position: Q2 2026 in Review

Bessemer Group reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 27% in Q2 2026, selling an estimated $16.2K and leaving 878 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Bessemer Group first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $233K in Q4 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Bessemer Group held 878 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $46K as of Q2 2026.
Bessemer Group sold 320 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $16.2K.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1725 holding.
Bessemer Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Bessemer Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $233K in Q4 2024.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.