CRC
IHDG icon

Curi RMB Capital’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Curi RMB Capital’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
Q1 		$11.9M Sell
247,279
-947
-0.4% -$47.3K 0.21% 120
2025
Q4 		$12.1M Sell
248,226
-1,394
-0.6% -$66.1K 0.21% 121
2025
Q3 		$11.5M Sell
249,620
-5,377
-2% -$244K 0.21% 123
2025
Q2 		$11.5M Buy
254,997
+22,000
+9% +$963K 0.22% 125
2025
Q1 		$10.1M Buy
232,997
+1,470
+0.6% +$66.7K 0.25% 117
2024
Q4 		$10.1M Buy
231,527
+208
+0.1% +$9.28K 0.23% 132
2024
Q3 		$10.6M Sell
231,319
-1,484
-0.6% -$67K 0.24% 126
2024
Q2 		$10.6M Sell
232,803
-28,575
-11% -$1.3M 0.25% 119
2024
Q1 		$12M Sell
261,378
-1,949
-0.7% -$85.1K 0.28% 109
2023
Q4 		$11.1M Sell
263,327
-1,959
-0.7% -$77.7K 0.34% 90
2023
Q3 		$10.3M Sell
265,286
-1,926
-0.7% -$76.2K 0.35% 86
2023
Q2 		$10.7M Sell
267,212
-596
-0.2% -$23.9K 0.35% 84
2023
Q1 		$10.6M Sell
267,808
-1,399
-0.5% -$53.3K 0.37% 84
2022
Q4 		$9.59M Buy
269,207
+4,427
+2% +$168K 0.34% 93
2022
Q3 		$9.5M Sell
264,780
-5,288
-2% -$205K 0.35% 85
2022
Q2 		$10.1M Sell
270,068
-11,037
-4% -$449K 0.35% 85
2022
Q1 		$12.1M Buy
281,105
+2,908
+1% +$125K 0.38% 77
2021
Q4 		$12.7M Sell
278,197
-2,107
-0.8% -$94K 0.38% 78
2021
Q3 		$12.1M Buy
280,304
+172
+0.1% +$7.79K 0.4% 74
2021
Q2 		$12.4M Sell
280,132
-13,397
-5% -$579K 0.41% 73
2021
Q1 		$12.1M Buy
293,529
+24,161
+9% +$982K 0.45% 69
2020
Q4 		$10.6M Sell
269,368
-7,441
-3% -$282K 0.39% 72
2020
Q3 		$10.1M Sell
276,809
-12,860
-4% -$463K 0.44% 62
2020
Q2 		$10.2M Sell
289,669
-53,722
-16% -$1.8M 0.45% 60
2020
Q1 		$10.4M Sell
343,391
-5,296
-2% -$182K 0.49% 54
2019
Q4 		$12.7M Sell
348,687
-57,652
-14% -$2.01M 0.35% 78
2019
Q3 		$13.7M Sell
406,339
-10,946
-3% -$362K 0.36% 76
2019
Q2 		$13.7M Sell
417,285
-17,452
-4% -$569K 0.35% 83
2019
Q1 		$14M Buy
434,737
+17,038
+4% +$521K 0.35% 75
2018
Q4 		$11.6M Sell
417,699
-39,314
-9% -$1.16M 0.3% 96
2018
Q3 		$14.7M Sell
457,013
-9,823
-2% -$317K 0.35% 92
2018
Q2 		$14.8M Buy
466,836
+252
+0.1% +$8.03K 0.35% 78
2018
Q1 		$14.4M Buy
466,584
+144,854
+45% +$4.53M 0.37% 84
2017
Q4 		$10.2M Buy
+321,730
New +$10.1M 0.26% 103

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Curi RMB Capital's IHDG Position: Q1 2026 in Review

Curi RMB Capital reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.38% in Q1 2026, selling an estimated $47.3K and leaving 247,279 shares worth $11.9M. The position accounts for 0.21% of the portfolio, ranked #120.

Curi RMB Capital first reported a position in IHDG in Q4 2017 and has held it in 34 quarters since. The position peaked at $14.8M in Q2 2018. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

  • Curi RMB Capital held 247,279 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $11.9M as of Q1 2026.
  • Curi RMB Capital sold 947 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $47.3K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.21% of Curi RMB Capital's portfolio in Q1 2026, its #120 holding.
  • Curi RMB Capital first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2017 and has held it in 34 quarters since.
  • Curi RMB Capital's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $14.8M in Q2 2018.
  • 248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.