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Compass Financial Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Compass Financial 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 		$70.1K Buy
+1,338
New +$67.9K 0.01% 621

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Raymond James Financial
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
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

Compass Financial Management's IHDG Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #621 holding.
  • 228 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.