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Custom Index Systems’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Custom Index Systems’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
Q3 		$3.26M Buy
+62,719
New +$3.31M 1.15% 17
2025
Q2 		– Sell
-9,396
Closed -$408K – 265
2025
Q1 		$408K Buy
+9,396
New +$426K 0.21% 156

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Custom Index Systems's IHDG Position: Q3 2026 in Review

Custom Index Systems opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2026: 62,719 shares worth $3.26M. The stake represents 1.15% of the portfolio and ranks #17 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in IHDG as recently as Q1 2025.

Custom Index Systems first reported a position in IHDG in Q1 2025 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

  • Custom Index Systems held 62,719 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.26M as of Q3 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund was a new Custom Index Systems position in Q3 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 1.15% of Custom Index Systems's portfolio in Q3 2026, its #17 holding.
  • Custom Index Systems first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on Custom Index Systems's 13F filing for Q3 2026, filed 12 Nov 2026.