Global Retirement Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Global Retirement Partners’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
2025 Q4	$1.89M	Buy	38,916 +628	+2%	+$29.8K	0.03%	447
2025 Q3	$1.76M	Buy	38,288 +1,932	+5%	+$87.6K	0.04%	390
2025 Q2	$1.64M	Buy	+36,356	New	+$1.59M	0.04%	381
2024 Q4	$75.6K	Sell	1,738 -36	-2%	-$1.61K	﹤0.01%	1414
2024 Q3	$81.1K	Buy	1,774 +1,020	+135%	+$46.1K	﹤0.01%	1334
2024 Q2	$34.4K	Buy	754 +476	+171%	+$21.7K	﹤0.01%	1727
2024 Q1	$12.8K	Buy	278 +248	+827%	+$10.8K	﹤0.01%	2009
2023 Q4	$1.26K	Sell	30 -256	-90%	-$10.2K	﹤0.01%	2829
2023 Q3	$11K	Buy	286 +256	+853%	+$10.1K	﹤0.01%	1916
2023 Q2	$1.21K	Buy	30 +10	+50%	+$400	﹤0.01%	2720
2023 Q1	$794	Hold	20	–	–	﹤0.01%	2801
2022 Q4	$700	Buy	20 +2	+11%	+$76	﹤0.01%	2683
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	2481
2022 Q2	$1K	Sell	18 -59	-77%	-$2.4K	﹤0.01%	2456
2022 Q1	$3K	Buy	+77	New	+$3.3K	﹤0.01%	2067
2021 Q4	–	Sell	-76	Closed	-$3K	–	971
2021 Q3	$3K	Buy	+76	New	+$3.44K	﹤0.01%	1754

Other funds holding IHDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FWP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Retirement Partners's IHDG Position: Q4 2025 in Review

Global Retirement Partners increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.6% in Q4 2025, buying an estimated $29.8K and bringing the position to 38,916 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #447.

Global Retirement Partners first reported a position in IHDG in Q3 2021 and has held it in 16 quarters since. 249 funds tracked by Wall St. Rank hold IHDG as of Q4 2025.

Global Retirement Partners held 38,916 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.89M as of Q4 2025.
Global Retirement Partners bought 628 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q4 2025, an estimated $29.8K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #447 holding.
Global Retirement Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2021 and has held it in 16 quarters since.
249 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.