Greykasell Wealth Strategies’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Greykasell Wealth Strategies’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	$1.8M	Sell	37,325 -14,316	-28%	-$715K	0.72%	36
2025 Q4	$2.51M	Sell	51,641 -66,640	-56%	-$3.16M	0.99%	25
2025 Q3	$5.45M	Sell	118,281 -5,313	-4%	-$241K	2.3%	11
2025 Q2	$5.57M	Sell	123,594 -19,348	-14%	-$847K	2.67%	8
2025 Q1	$6.2M	Sell	142,942 -8,684	-6%	-$394K	3.31%	5
2024 Q4	$6.59M	Buy	+151,626	New	+$6.76M	3.66%	3

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

FWP

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Greykasell Wealth Strategies's IHDG Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 28% in Q1 2026, selling an estimated $715K and leaving 37,325 shares worth $1.8M. The position accounts for 0.72% of the portfolio, ranked #36.

Greykasell Wealth Strategies first reported a position in IHDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.59M in Q4 2024. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Greykasell Wealth Strategies held 37,325 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.8M as of Q1 2026.
Greykasell Wealth Strategies sold 14,316 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $715K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.72% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #36 holding.
Greykasell Wealth Strategies first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
Greykasell Wealth Strategies's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6.59M in Q4 2024.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.