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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

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

Capital Wealth Management's IHDG Position: Q2 2026 in Review

Capital Wealth Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 2.1% in Q2 2026, buying an estimated $468K and bringing the position to 451,633 shares worth $23.7M. The position accounts for 5.69% of the portfolio, ranked #9.

Capital Wealth Management first reported a position in IHDG in Q4 2021 and has held it in 19 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Capital Wealth Management held 451,633 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $23.7M as of Q2 2026.
  • Capital Wealth Management bought 9,228 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $468K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 5.69% of Capital Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Capital Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.