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

Marietta 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	$20.4M	Buy	389,425 +13,673	+4%	+$694K	2.1%	11
2026 Q1	$18.1M	Buy	375,752 +3,460	+0.9%	+$173K	2.15%	10
2025 Q4	$18.1M	Buy	372,292 +4,087	+1%	+$194K	2.1%	9
2025 Q3	$17M	Buy	368,205 +18,664	+5%	+$846K	2.07%	9
2025 Q2	$15.7M	Buy	349,541 +14,039	+4%	+$615K	2.05%	12
2025 Q1	$14.6M	Buy	335,502 +20,569	+7%	+$933K	2.14%	9
2024 Q4	$13.7M	Buy	314,933 +8,775	+3%	+$391K	1.96%	12
2024 Q3	$14M	Buy	306,158 +8,284	+3%	+$374K	2.03%	11
2024 Q2	$13.6M	Buy	297,874 +19,422	+7%	+$884K	2.12%	10
2024 Q1	$12.8M	Buy	278,452 +11,789	+4%	+$515K	2.11%	10
2023 Q4	$11.2M	Buy	266,663 +6,121	+2%	+$243K	1.99%	11
2023 Q3	$10.1M	Buy	260,542 +60,241	+30%	+$2.38M	2.01%	11
2023 Q2	$8.05M	Buy	+200,301	New	+$8.02M	1.52%	15

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

Marietta Wealth Management's IHDG Position: Q2 2026 in Review

Marietta Wealth Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 3.6% in Q2 2026, buying an estimated $694K and bringing the position to 389,425 shares worth $20.4M. The position accounts for 2.1% of the portfolio, ranked #11.

Marietta Wealth Management first reported a position in IHDG in Q2 2023 and has held it in 13 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Marietta Wealth Management held 389,425 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $20.4M as of Q2 2026.
Marietta Wealth Management bought 13,673 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $694K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 2.1% of Marietta Wealth Management's portfolio in Q2 2026, its #11 holding.
Marietta Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.