LOWM
IHDG icon

Laurel Oak Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Laurel Oak Wealth 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
Q2 		$4.91M Sell
93,706
-13,079
-12% -$664K 0.72% 31
2026
Q1 		$5.14M Sell
106,785
-46,754
-30% -$2.33M 0.86% 28
2025
Q4 		$7.47M Buy
+153,539
New +$7.28M 1.26% 18

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Laurel Oak Wealth Management's IHDG Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 12% in Q2 2026, selling an estimated $664K and leaving 93,706 shares worth $4.91M. The position accounts for 0.72% of the portfolio, ranked #31.

Laurel Oak Wealth Management first reported a position in IHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.47M in Q4 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Laurel Oak Wealth Management held 93,706 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $4.91M as of Q2 2026.
  • Laurel Oak Wealth Management sold 13,079 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $664K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.72% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Laurel Oak Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $7.47M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.