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Denver Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Denver Wealth 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 		$1.04M Sell
19,913
-83
-0.4% -$4.21K 0.3% 36
2026
Q1 		$963K Sell
19,996
-1,003
-5% -$50.1K 0.33% 37
2025
Q4 		$1.02M Buy
20,999
+333
+2% +$15.8K 0.36% 34
2025
Q3 		$952K Sell
20,666
-216
-1% -$9.79K 0.35% 31
2025
Q2 		$941K Sell
20,882
-1,205
-5% -$52.8K 0.39% 31
2025
Q1 		$959K Sell
22,087
-56
-0.3% -$2.54K 0.44% 29
2024
Q4 		$963K Buy
22,143
+519
+2% +$23.1K 0.43% 31
2024
Q3 		$988K Sell
21,624
-388
-2% -$17.5K 0.46% 32
2024
Q2 		$1M Sell
22,012
-84
-0.4% -$3.82K 0.5% 30
2024
Q1 		$1.02M Buy
22,096
+3,464
+19% +$151K 0.52% 32
2023
Q4 		$782K Buy
18,632
+1,777
+11% +$70.5K 0.44% 33
2023
Q3 		$653K Buy
16,855
+5,210
+45% +$206K 0.42% 35
2023
Q2 		$468K Sell
11,645
-162
-1% -$6.49K 0.33% 41
2023
Q1 		$465K Buy
11,807
+575
+5% +$21.9K 0.32% 49
2022
Q4 		$400K Buy
+11,232
New +$425K 0.3% 50

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
Bank of America
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
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

Denver Wealth Management's IHDG Position: Q2 2026 in Review

Denver Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.42% in Q2 2026, selling an estimated $4.21K and leaving 19,913 shares worth $1.04M. The position accounts for 0.3% of the portfolio, ranked #36.

Denver Wealth Management first reported a position in IHDG in Q4 2022 and has held it in 15 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Denver Wealth Management held 19,913 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.04M as of Q2 2026.
  • Denver Wealth Management sold 83 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $4.21K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.3% of Denver Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Denver Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.