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

Colorado 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	$781K	Sell	14,911 -56	-0.4%	-$2.84K	0.27%	61
2026 Q1	$721K	Hold	14,967	–	–	0.27%	63
2025 Q4	$728K	Sell	14,967 -573	-4%	-$27.2K	0.27%	61
2025 Q3	$716K	Hold	15,540	–	–	0.28%	63
2025 Q2	$700K	Hold	15,540	–	–	0.3%	62
2025 Q1	$674K	Hold	15,540	–	–	0.31%	60
2024 Q4	$676K	Hold	15,540	–	–	0.33%	61
2024 Q3	$710K	Sell	15,540 -735	-5%	-$33.2K	0.35%	61
2024 Q2	$742K	Hold	16,275	–	–	0.41%	60
2024 Q1	$748K	Sell	16,275 -371	-2%	-$16.2K	0.43%	53
2023 Q4	$699K	Sell	16,646 -1,572	-9%	-$62.4K	0.46%	46
2023 Q3	$706K	Sell	18,218 -480	-3%	-$19K	0.53%	42
2023 Q2	$751K	Sell	18,698 -1,806	-9%	-$72.3K	0.55%	41
2023 Q1	$808K	Sell	20,504 -279	-1%	-$10.6K	0.63%	41
2022 Q4	$741K	Sell	20,783 -1,350	-6%	-$51.1K	0.62%	39
2022 Q3	$794K	Hold	22,133	–	–	0.69%	39
2022 Q2	$828K	Sell	22,133 -880	-4%	-$35.8K	0.67%	37
2022 Q1	$988K	Sell	23,013 -105	-0.5%	-$4.5K	0.71%	36
2021 Q4	$1.06M	Sell	23,118 -257	-1%	-$11.5K	0.71%	36
2021 Q3	$1.01M	Hold	23,375	–	–	0.71%	36
2021 Q2	$1.03M	Sell	23,375 -550	-2%	-$23.8K	0.69%	36
2021 Q1	$987K	Sell	23,925 -3,871	-14%	-$157K	0.71%	36
2020 Q4	$1.09M	Sell	27,796 -2,665	-9%	-$101K	0.79%	36
2020 Q3	$1.12M	Sell	30,461 -2,438	-7%	-$87.8K	0.92%	31
2020 Q2	$1.15M	Sell	32,899 -306	-0.9%	-$10.2K	1%	30
2020 Q1	$1M	Sell	33,205 -1,478	-4%	-$50.8K	0.93%	30
2019 Q4	$1.26M	Sell	34,683 -868	-2%	-$30.3K	0.9%	32
2019 Q3	$1.2M	Sell	35,551 -1,297	-4%	-$42.9K	0.9%	34
2019 Q2	$1.21M	Sell	36,848 -3,113	-8%	-$101K	0.9%	33
2019 Q1	$1.29M	Hold	39,961	–	–	0.97%	30
2018 Q4	$1.11M	Sell	39,961 -1,408	-3%	-$41.6K	0.93%	32
2018 Q3	$1.33M	Sell	41,369 -12,797	-24%	-$413K	0.95%	31
2018 Q2	$1.72M	Sell	54,166 -15,974	-23%	-$509K	1.17%	28
2018 Q1	$2.17M	Sell	70,140 -6,398	-8%	-$200K	1.45%	23
2017 Q4	$2.42M	Sell	76,538 -8,252	-10%	-$259K	1.7%	22
2017 Q3	$2.6M	Sell	84,790 -5,505	-6%	-$165K	1.94%	19
2017 Q2	$2.67M	Sell	90,295 -3,898	-4%	-$116K	2.1%	18
2017 Q1	$2.68M	Sell	94,193 -8,352	-8%	-$230K	2.25%	18
2016 Q4	$2.7M	Buy	102,545 +2,189	+2%	+$56.5K	2.45%	18
2016 Q3	$2.62M	Sell	100,356 -21,254	-17%	-$559K	2.42%	17
2016 Q2	$3.12M	Buy	121,610 +458	+0.4%	+$11.8K	3.01%	12
2016 Q1	$3.11M	Sell	121,152 -14,599	-11%	-$368K	3.12%	9
2015 Q4	$3.59M	Buy	+135,751	New	+$3.6M	3.9%	6

Other funds holding IHDG

FWP

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

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

Colorado Capital Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.37% in Q2 2026, selling an estimated $2.84K and leaving 14,911 shares worth $781K. The position accounts for 0.27% of the portfolio, ranked #61.

Colorado Capital Management first reported a position in IHDG in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.59M in Q4 2015. 111 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Colorado Capital Management held 14,911 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $781K as of Q2 2026.
Colorado Capital Management sold 56 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.84K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.27% of Colorado Capital Management's portfolio in Q2 2026, its #61 holding.
Colorado Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2015 and has held it in 43 quarters since.
Colorado Capital Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.59M in Q4 2015.
111 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.