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Garton & Associates Financial Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-3,704
Closed -$180K – 388
2025
Q4 		$180K Buy
+3,704
New +$176K 0.1% 149

Other funds holding IHDG

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Garton & Associates Financial Advisors's IHDG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2026, closing a stake of 3,704 shares — an estimated $180K sold.

Garton & Associates Financial Advisors first reported a position in IHDG in Q4 2025 and held it in 1 quarter. The position peaked at $180K in Q4 2025. 249 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,704 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $180K.
  • Garton & Associates Financial Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $180K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.