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

Falcon Wealth 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 		$52.3M Buy
998,941
+60,650
+6% +$3.08M 3.3% 12
2026
Q1 		$45.2M Buy
938,291
+77,767
+9% +$3.88M 3.08% 12
2025
Q4 		$41.9M Buy
860,524
+35,905
+4% +$1.7M 3.53% 11
2025
Q3 		$38M Buy
824,619
+81,025
+11% +$3.67M 3.42% 11
2025
Q2 		$33.5M Buy
743,594
+34,766
+5% +$1.52M 3.39% 11
2025
Q1 		$30.8M Sell
708,828
-36,652
-5% -$1.66M 3.42% 11
2024
Q4 		$32.4M Buy
745,480
+38,716
+5% +$1.73M 3.61% 12
2024
Q3 		$32.3M Buy
+706,764
New +$31.9M 3.79% 9

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

Falcon Wealth Planning's IHDG Position: Q2 2026 in Review

Falcon Wealth Planning increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 6.5% in Q2 2026, buying an estimated $3.08M and bringing the position to 998,941 shares worth $52.3M. The position accounts for 3.3% of the portfolio, ranked #12.

Falcon Wealth Planning 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.

  • Falcon Wealth Planning held 998,941 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $52.3M as of Q2 2026.
  • Falcon Wealth Planning bought 60,650 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.08M.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 3.3% of Falcon Wealth Planning's portfolio in Q2 2026, its #12 holding.
  • Falcon Wealth Planning 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 Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.