Jones Financial Companies’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Jones Financial Companies’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	$6.93M	Buy	133,393 +6,003	+5%	+$305K	﹤0.01%	1047
2026 Q1	$5.97M	Buy	127,390 +4,480	+4%	+$224K	﹤0.01%	1009
2025 Q4	$5.98M	Buy	122,910 +8,270	+7%	+$392K	﹤0.01%	587
2025 Q3	$5.25M	Buy	114,640 +6,748	+6%	+$306K	﹤0.01%	557
2025 Q2	$4.87M	Buy	107,892 +30,938	+40%	+$1.35M	﹤0.01%	504
2025 Q1	$3.37M	Buy	76,954 +22,990	+43%	+$1.04M	﹤0.01%	517
2024 Q4	$2.35M	Buy	53,964 +24,405	+83%	+$1.09M	﹤0.01%	520
2024 Q3	$1.35M	Buy	29,559 +19,173	+185%	+$866K	﹤0.01%	533
2024 Q2	$474K	Buy	+10,386	New	+$473K	﹤0.01%	575

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

Jones Financial Companies's IHDG Position: Q2 2026 in Review

Jones Financial Companies increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 4.7% in Q2 2026, buying an estimated $305K and bringing the position to 133,393 shares worth $6.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Jones Financial Companies first reported a position in IHDG in Q2 2024 and has held it in 9 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Jones Financial Companies held 133,393 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $6.93M as of Q2 2026.
Jones Financial Companies bought 6,003 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $305K.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1047 holding.
Jones Financial Companies first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.