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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $160M AUM

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return