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

Cardinal Point Capital 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	$333K	Hold	6,350	–	–	0.02%	226
2026 Q1	$306K	Sell	6,350 -2,886	-31%	-$144K	0.02%	225
2025 Q4	$449K	Hold	9,236	–	–	0.03%	165
2025 Q3	$430K	Sell	9,236 -9,120	-50%	-$413K	0.03%	170
2025 Q2	$827K	Sell	18,356 -374,128	-95%	-$16.4M	0.07%	112
2025 Q1	$17M	Buy	392,484 +3,898	+1%	+$177K	1.57%	15
2024 Q4	$16.9M	Buy	388,586 +39,037	+11%	+$1.74M	2.69%	12
2024 Q3	$16M	Buy	349,549 +12,990	+4%	+$587K	2.66%	12
2024 Q2	$15.3M	Buy	336,559 +5,950	+2%	+$271K	2.67%	12
2024 Q1	$15.2M	Buy	330,609 +17,150	+5%	+$749K	2.89%	12
2023 Q4	$13.2M	Buy	313,459 +11,227	+4%	+$445K	3.18%	9
2023 Q3	$11.7M	Buy	302,232 +8,455	+3%	+$334K	3.06%	8
2023 Q2	$11.8M	Sell	293,777 -23,002	-7%	-$921K	3.55%	8
2023 Q1	$12.5M	Buy	316,779 +30,047	+10%	+$1.15M	3.79%	7
2022 Q4	$10.2M	Buy	+286,732	New	+$10.9M	3.53%	8

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

Cardinal Point Capital Management's IHDG Position: Q2 2026 in Review

Cardinal Point Capital Management held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2026 at 6,350 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #226.

Cardinal Point Capital Management first reported a position in IHDG in Q4 2022 and has held it in 15 quarters since. The position peaked at $17M in Q1 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Cardinal Point Capital Management held 6,350 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $333K as of Q2 2026.
Cardinal Point Capital Management left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #226 holding.
Cardinal Point Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
Cardinal Point Capital Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $17M in Q1 2025.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.