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Bogart Wealth LLC’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Bogart Wealth LLC’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 		$334K Buy
6,383
+3
+0% +$152 0.01% 223
2026
Q1 		$307K Hold
6,380
– – 0.01% 213
2025
Q4 		$310K Hold
6,380
– – 0.01% 209
2025
Q3 		$294K Buy
6,380
+1
+0% +$45 0.01% 207
2025
Q2 		$287K Sell
6,379
-203
-3% -$8.89K 0.01% 202
2025
Q1 		$286K Buy
6,582
+206
+3% +$9.35K 0.01% 201
2024
Q4 		$277K Buy
6,376
+31
+0.5% +$1.38K 0.01% 193
2024
Q3 		$290K Buy
6,345
+14
+0.2% +$632 0.01% 187
2024
Q2 		$289K Buy
6,331
+1,159
+22% +$52.8K 0.01% 182
2024
Q1 		$238K Buy
5,172
+1,208
+30% +$52.8K 0.01% 191
2023
Q4 		$166K Buy
3,964
+11
+0.3% +$436 0.01% 210
2023
Q3 		$153K Buy
3,953
+3,816
+2,785% +$151K 0.01% 207
2023
Q2 		$5.5K Buy
137
+1
+0.7% +$40 ﹤0.01% 686
2023
Q1 		$5.35K Buy
136
+25
+23% +$953 ﹤0.01% 696
2022
Q4 		$3.96K Buy
111
+10
+10% +$379 ﹤0.01% 705
2022
Q3 		$4K Hold
101
– – ﹤0.01% 724
2022
Q2 		$4K Buy
101
+5
+5% +$204 ﹤0.01% 676
2022
Q1 		$4K Hold
96
– – ﹤0.01% 603
2021
Q4 		$4K Buy
96
+24
+33% +$1.07K ﹤0.01% 585
2021
Q3 		$3K Buy
72
+22
+44% +$997 ﹤0.01% 588
2021
Q2 		$2K Buy
50
+30
+150% +$1.3K ﹤0.01% 593
2021
Q1 		$1K Hold
20
– – ﹤0.01% 594
2020
Q4 		$0 Buy
+20
New +$757 ﹤0.01% 485

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

Bogart Wealth LLC's IHDG Position: Q2 2026 in Review

Bogart Wealth LLC increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.05% in Q2 2026, buying an estimated $152 and bringing the position to 6,383 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #223.

Bogart Wealth LLC first reported a position in IHDG in Q4 2020 and has held it in 23 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Bogart Wealth LLC held 6,383 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $334K as of Q2 2026.
  • Bogart Wealth LLC bought 3 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $152.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #223 holding.
  • Bogart Wealth LLC first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.