Carson Wealth (CWM LLC)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Carson Wealth (CWM 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 Q1	$173K	Sell	3,595 -147	-4%	-$7.34K	﹤0.01%	2847
2025 Q4	$182K	Sell	3,742 -551	-13%	-$26.1K	﹤0.01%	2644
2025 Q3	$198K	Sell	4,293 -47	-1%	-$2.13K	﹤0.01%	2452
2025 Q2	$196K	Sell	4,340 -2,111	-33%	-$92.4K	﹤0.01%	2193
2025 Q1	$280K	Buy	6,451 +3,106	+93%	+$141K	﹤0.01%	1711
2024 Q4	$145K	Sell	3,345 -4,000	-54%	-$178K	﹤0.01%	2042
2024 Q3	$336K	Buy	7,345 +1,693	+30%	+$76.5K	﹤0.01%	1479
2024 Q2	$258K	Buy	5,652 +96	+2%	+$4.37K	﹤0.01%	1458
2024 Q1	$255K	Buy	5,556 +1,232	+28%	+$53.8K	﹤0.01%	1402
2023 Q4	$182K	Sell	4,324 -108	-2%	-$4.29K	﹤0.01%	1461
2023 Q3	$172K	Sell	4,432 -135,458	-97%	-$5.36M	﹤0.01%	1367
2023 Q2	$5.62M	Buy	+139,890	New	+$5.6M	0.03%	322

Other funds holding IHDG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IHDG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 3.9% in Q1 2026, selling an estimated $7.34K and leaving 3,595 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2847.

Carson Wealth (CWM LLC) first reported a position in IHDG in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.62M in Q2 2023. 249 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Carson Wealth (CWM LLC) held 3,595 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $173K as of Q1 2026.
Carson Wealth (CWM LLC) sold 147 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $7.34K.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2847 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $5.62M in Q2 2023.
249 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.