Kestra Private Wealth Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Kestra Private Wealth Services’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	$6.27M	Sell	119,686 -20,341	-15%	-$1.03M	0.07%	292
2026 Q1	$6.74M	Buy	140,027 +7,893	+6%	+$394K	0.08%	257
2025 Q4	$6.43M	Buy	132,134 +14,377	+12%	+$682K	0.08%	261
2025 Q3	$5.43M	Buy	117,757 +14,822	+14%	+$672K	0.07%	280
2025 Q2	$4.64M	Buy	102,935 +25,523	+33%	+$1.12M	0.07%	287
2025 Q1	$3.36M	Buy	77,412 +37,392	+93%	+$1.7M	0.06%	335
2024 Q4	$1.74M	Buy	40,020 +7,030	+21%	+$314K	0.03%	474
2024 Q3	$1.51M	Buy	32,990 +8,719	+36%	+$394K	0.03%	496
2024 Q2	$1.11M	Buy	24,271 +4,025	+20%	+$183K	0.02%	541
2024 Q1	$930K	Buy	20,246 +3,255	+19%	+$142K	0.02%	576
2023 Q4	$713K	Buy	16,991 +9,144	+117%	+$363K	0.02%	613
2023 Q3	$304K	Buy	+7,847	New	+$310K	0.01%	863

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

Kestra Private Wealth Services's IHDG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 15% in Q2 2026, selling an estimated $1.03M and leaving 119,686 shares worth $6.27M. The position accounts for 0.07% of the portfolio, ranked #292.

Kestra Private Wealth Services first reported a position in IHDG in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.74M in Q1 2026. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Kestra Private Wealth Services held 119,686 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $6.27M as of Q2 2026.
Kestra Private Wealth Services sold 20,341 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.03M.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #292 holding.
Kestra Private Wealth Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $6.74M in Q1 2026.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.