Cheviot Value Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Cheviot Value 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	$6.08K	Hold	116	–	–	﹤0.01%	328
2026 Q1	$5.58K	Hold	116	–	–	﹤0.01%	316
2025 Q4	$5.78K	Hold	116	–	–	﹤0.01%	309
2025 Q3	$5.49K	Hold	116	–	–	﹤0.01%	333
2025 Q2	$5.22K	Hold	116	–	–	﹤0.01%	315
2025 Q1	$5.14K	Buy	+116	New	+$5.26K	﹤0.01%	314

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

Cheviot Value Management's IHDG Position: Q2 2026 in Review

Cheviot Value Management held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2026 at 116 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Cheviot Value Management first reported a position in IHDG in Q1 2025 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Cheviot Value Management held 116 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $6.08K as of Q2 2026.
Cheviot Value 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 ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #328 holding.
Cheviot Value Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.