Creative Planning’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Creative Planning’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	$49.3M	Buy	941,951 +19,828	+2%	+$1.01M	0.03%	250
2026 Q1	$44.4M	Sell	922,123 -50,938	-5%	-$2.54M	0.03%	239
2025 Q4	$47.3M	Sell	973,061 -31,711	-3%	-$1.5M	0.03%	210
2025 Q3	$46.3M	Sell	1,004,772 -36,333	-3%	-$1.65M	0.04%	197
2025 Q2	$46.9M	Sell	1,041,105 -51,572	-5%	-$2.26M	0.04%	182
2025 Q1	$47.4M	Buy	1,092,677 +29,594	+3%	+$1.34M	0.04%	165
2024 Q4	$46.2M	Buy	1,063,083 +84,029	+9%	+$3.75M	0.04%	160
2024 Q3	$44.7M	Buy	979,054 +5,124	+0.5%	+$231K	0.04%	155
2024 Q2	$44.4M	Buy	973,930 +22,593	+2%	+$1.03M	0.05%	154
2024 Q1	$43.7M	Buy	951,337 +95,366	+11%	+$4.17M	0.05%	150
2023 Q4	$35.9M	Buy	855,971 +60,212	+8%	+$2.39M	0.07%	165
2023 Q3	$30.8M	Buy	795,759 +63,393	+9%	+$2.51M	0.04%	179
2023 Q2	$29.4M	Buy	732,366 +125,414	+21%	+$5.02M	0.04%	178
2023 Q1	$23.9M	Buy	606,952 +118,012	+24%	+$4.5M	0.03%	193
2022 Q4	$17.4M	Buy	488,940 +147,550	+43%	+$5.59M	0.03%	232
2022 Q3	$12.3M	Buy	341,390 +116,517	+52%	+$4.51M	0.02%	267
2022 Q2	$8.41M	Buy	224,873 +163,134	+264%	+$6.64M	0.01%	351
2022 Q1	$2.65M	Buy	+61,739	New	+$2.65M	﹤0.01%	635
2018 Q3	–	Sell	-14,095	Closed	-$448K	–	2121
2018 Q2	$448K	Buy	14,095 +742	+6%	+$23.6K	﹤0.01%	1127
2018 Q1	$412K	Buy	13,353 +366	+3%	+$11.4K	﹤0.01%	1178
2017 Q4	$411K	Sell	12,987 -5,136	-28%	-$161K	﹤0.01%	1183
2017 Q3	$556K	Buy	18,123 +5,000	+38%	+$150K	﹤0.01%	999
2017 Q2	$388K	Buy	13,123 +12,987	+9,549%	+$386K	﹤0.01%	1153
2017 Q1	$4K	Sell	136 -174	-56%	-$4.78K	﹤0.01%	4051
2016 Q4	$8K	Buy	+310	New	+$8K	﹤0.01%	3686
2015 Q4	–	Sell	-1,095	Closed	-$27K	–	4483
2015 Q3	$27K	Buy	+1,095	New	+$28.6K	﹤0.01%	2497

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's IHDG Position: Q2 2026 in Review

Creative Planning increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 2.2% in Q2 2026, buying an estimated $1.01M and bringing the position to 941,951 shares worth $49.3M. The position accounts for 0.03% of the portfolio, ranked #250.

Creative Planning first reported a position in IHDG in Q3 2015 and has held it in 26 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Creative Planning held 941,951 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $49.3M as of Q2 2026.
Creative Planning bought 19,828 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.01M.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.03% of Creative Planning's portfolio in Q2 2026, its #250 holding.
Creative Planning first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2015 and has held it in 26 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.