Financial Gravity Asset Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Financial Gravity Asset 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 Q1	$24.1K	Buy	501 +7	+1%	+$349	﹤0.01%	420
2025 Q4	$24K	Hold	494	–	–	﹤0.01%	346
2025 Q3	$22.8K	Buy	+494	New	+$22.4K	﹤0.01%	406

Other funds holding IHDG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial Gravity Asset Management's IHDG Position: Q1 2026 in Review

Financial Gravity Asset Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.4% in Q1 2026, buying an estimated $349 and bringing the position to 501 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Financial Gravity Asset Management first reported a position in IHDG in Q3 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Financial Gravity Asset Management held 501 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $24.1K as of Q1 2026.
Financial Gravity Asset Management bought 7 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $349.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #420 holding.
Financial Gravity Asset Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2025 and has held it in 3 quarters since.
249 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.