Key Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Key Capital Management’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 Q3	$151K	Hold	2,911	–	–	0.06%	154
2026 Q2	$152K	Buy	+2,911	New	+$148K	0.08%	88
2026 Q1	–	Sell	-45	Closed	-$2.19K	–	724
2025 Q4	$2.19K	Buy	+45	New	+$2.13K	﹤0.01%	383

Other funds holding IHDG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Key Capital Management's IHDG Position: Q3 2026 in Review

Key Capital Management held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q3 2026 at 2,911 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #154.

Key Capital Management first reported a position in IHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $152K in Q2 2026. 200 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

Key Capital Management held 2,911 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $151K as of Q3 2026.
Key Capital Management left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.06% of Key Capital Management's portfolio in Q3 2026, its #154 holding.
Key Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Key Capital Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $152K in Q2 2026.
200 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.