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 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

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

Kestra Private Wealth Services's IHDG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 6% in Q1 2026, buying an estimated $394K and bringing the position to 140,027 shares worth $6.74M. The position accounts for 0.08% of the portfolio, ranked #257.

Kestra Private Wealth Services first reported a position in IHDG in Q3 2023 and has held it in 11 quarters since. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Kestra Private Wealth Services held 140,027 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $6.74M as of Q1 2026.
Kestra Private Wealth Services bought 7,893 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $394K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.08% of Kestra Private Wealth Services's portfolio in Q1 2026, its #257 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 11 quarters since.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.