Fortis Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Fortis Capital 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 Q2	$3.26M	Sell	62,160 -9,499	-13%	-$482K	0.36%	62
2026 Q1	$3.45M	Buy	71,659 +10,420	+17%	+$520K	0.35%	55
2025 Q4	$2.98M	Sell	61,239 -6,943	-10%	-$329K	0.39%	53
2025 Q3	$3.14M	Buy	68,182 +1,949	+3%	+$88.3K	0.44%	51
2025 Q2	$2.98M	Sell	66,233 -2,334	-3%	-$102K	0.46%	51
2025 Q1	$2.98M	Buy	68,567 +15,595	+29%	+$708K	0.58%	50
2024 Q4	$2.3M	Buy	52,972 +4,790	+10%	+$214K	0.43%	54
2024 Q3	$2.2M	Buy	48,182 +14,620	+44%	+$660K	0.44%	55
2024 Q2	$1.53M	Buy	33,562 +7,691	+30%	+$350K	0.33%	60
2024 Q1	$1.19M	Buy	25,871 +5,325	+26%	+$233K	0.31%	65
2023 Q4	$863K	Buy	20,546 +14,209	+224%	+$564K	0.22%	88
2023 Q3	$245K	Buy	6,337 +1,311	+26%	+$51.9K	0.08%	119
2023 Q2	$202K	Buy	+5,026	New	+$201K	0.07%	97

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

Fortis Capital Management's IHDG Position: Q2 2026 in Review

Fortis Capital Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 13% in Q2 2026, selling an estimated $482K and leaving 62,160 shares worth $3.26M. The position accounts for 0.36% of the portfolio, ranked #62.

Fortis Capital Management first reported a position in IHDG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.45M in Q1 2026. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Fortis Capital Management held 62,160 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.26M as of Q2 2026.
Fortis Capital Management sold 9,499 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $482K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.36% of Fortis Capital Management's portfolio in Q2 2026, its #62 holding.
Fortis Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
Fortis Capital Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.45M in Q1 2026.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.