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

Keyvantage Wealth’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	–	Sell	-4,540	Closed	-$221K	–	96
2025 Q4	$221K	Sell	4,540 -297	-6%	-$14.1K	0.09%	92
2025 Q3	$223K	Buy	4,837 +14	+0.3%	+$635	0.09%	90
2025 Q2	$217K	Buy	4,823 +64	+1%	+$2.8K	0.1%	89
2025 Q1	$207K	Buy	4,759 +11	+0.2%	+$499	0.1%	93
2024 Q4	$206K	Buy	+4,748	New	+$212K	0.15%	93

Other funds holding IHDG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

FWP

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Keyvantage Wealth's IHDG Position: Q1 2026 in Review

Keyvantage Wealth sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2026, closing a stake of 4,540 shares — an estimated $221K sold.

Keyvantage Wealth first reported a position in IHDG in Q4 2024 and held it in 5 quarters. The position peaked at $223K in Q3 2025. 249 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Keyvantage Wealth reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Keyvantage Wealth sold 4,540 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $221K.
Keyvantage Wealth first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and held it in 5 quarters.
Keyvantage Wealth's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $223K in Q3 2025.
249 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.