Family Investment Center’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Family Investment Center’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	$241K	Sell	4,604 -479	-9%	-$24.3K	0.04%	106
2026 Q1	$245K	Sell	5,083 -2,809	-36%	-$140K	0.05%	79
2025 Q4	$384K	Sell	7,892 -2,584	-25%	-$123K	0.08%	64
2025 Q3	$483K	Sell	10,476 -1,744	-14%	-$79.1K	0.1%	56
2025 Q2	$551K	Sell	12,220 -117,019	-91%	-$5.12M	0.12%	50
2025 Q1	$5.61M	Sell	129,239 -88,722	-41%	-$4.03M	1.37%	19
2024 Q4	$9.47M	Sell	217,961 -15,809	-7%	-$705K	2.4%	15
2024 Q3	$10.7M	Sell	233,770 -108,162	-32%	-$4.89M	2.68%	15
2024 Q2	$15.6M	Buy	341,932 +23,621	+7%	+$1.08M	4.65%	8
2024 Q1	$14.6M	Buy	+318,311	New	+$13.9M	4.71%	8

Other funds holding IHDG

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

CWM

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

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

Family Investment Center's IHDG Position: Q2 2026 in Review

Family Investment Center reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 9.4% in Q2 2026, selling an estimated $24.3K and leaving 4,604 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #106.

Family Investment Center first reported a position in IHDG in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.6M in Q2 2024. 146 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Family Investment Center held 4,604 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $241K as of Q2 2026.
Family Investment Center sold 479 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $24.3K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.04% of Family Investment Center's portfolio in Q2 2026, its #106 holding.
Family Investment Center first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
Family Investment Center's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $15.6M in Q2 2024.
146 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.