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COMPASS FINANCIAL MANAGEMENT LLC’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$70.1K Buy
+1,338
New +$67.9K 0.01% 621

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IHDG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026: 1,338 shares worth $70.1K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings.

196 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,338 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $70.1K as of Q2 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #621 holding.
  • 196 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.