CWM
IHDG icon

Capital Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Capital Wealth 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 		$23.7M Buy
451,633
+9,228
+2% +$468K 5.69% 9
2026
Q1 		$21.3M Buy
442,405
+66,922
+18% +$3.34M 5.76% 8
2025
Q4 		$18.3M Buy
375,483
+76,109
+25% +$3.61M 5.9% 8
2025
Q3 		$13.8M Buy
299,374
+6,346
+2% +$288K 4.8% 10
2025
Q2 		$13.2M Buy
293,028
+21,612
+8% +$946K 4.92% 10
2025
Q1 		$11.8M Buy
271,416
+10,203
+4% +$463K 4.89% 9
2024
Q4 		$11.4M Buy
261,213
+8,796
+3% +$392K 4.87% 10
2024
Q3 		$11.5M Buy
252,417
+3,787
+2% +$171K 4.94% 9
2024
Q2 		$11.3M Sell
248,630
-40
-0% -$1.82K 5.19% 8
2024
Q1 		$11.4M Sell
248,670
-3,088
-1% -$135K 5.47% 8
2023
Q4 		$10.6M Sell
251,758
-2,602
-1% -$103K 5.39% 7
2023
Q3 		$9.85M Buy
254,360
+3,432
+1% +$136K 5.4% 7
2023
Q2 		$10.1M Buy
250,928
+1,114
+0.4% +$44.6K 5.49% 7
2023
Q1 		$9.85M Buy
249,814
+176,109
+239% +$6.71M 5.65% 7
2022
Q4 		$2.63M Sell
73,705
-11,299
-13% -$428K 1.78% 18
2022
Q3 		$3.05M Buy
85,004
+12,039
+16% +$466K 2.37% 15
2022
Q2 		$2.73M Buy
72,965
+44,552
+157% +$1.81M 2.03% 19
2022
Q1 		$1.22M Buy
28,413
+16,998
+149% +$729K 0.82% 28
2021
Q4 		$522K Buy
+11,415
New +$509K 0.37% 34

Other funds holding IHDG

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B 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
S
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return