Essex Financial Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Essex Financial Services’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	$262K	Hold	5,000	–	–	0.01%	694
2026 Q1	$241K	Hold	5,000	–	–	0.01%	691
2025 Q4	$243K	Hold	5,000	–	–	0.01%	680
2025 Q3	$230K	Hold	5,000	–	–	0.01%	661
2025 Q2	$225K	Hold	5,000	–	–	0.01%	627
2025 Q1	$217K	Hold	5,000	–	–	0.02%	585
2024 Q4	$217K	Hold	5,000	–	–	0.02%	582
2024 Q3	$226K	Buy	+5,000	New	+$226K	0.02%	568

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Essex Financial Services's IHDG Position: Q2 2026 in Review

Essex Financial Services held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2026 at 5,000 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #694.

Essex Financial Services first reported a position in IHDG in Q3 2024 and has held it in 8 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Essex Financial Services held 5,000 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $262K as of Q2 2026.
Essex Financial Services left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #694 holding.
Essex Financial Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.