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

Medallion Wealth Advisors’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	$158K	Hold	3,284	–	–	0.05%	284
2025 Q4	$160K	Buy	3,284 +76	+2%	+$3.6K	0.05%	273
2025 Q3	$148K	Buy	3,208 +58	+2%	+$2.63K	0.05%	280
2025 Q2	$141K	Buy	3,150 +3	+0.1%	+$131	0.05%	290
2025 Q1	$137K	Hold	3,147	–	–	0.06%	258
2024 Q4	$137K	Buy	+3,147	New	+$140K	0.07%	244

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

Medallion Wealth Advisors's IHDG Position: Q1 2026 in Review

Medallion Wealth Advisors held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q1 2026 at 3,284 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #284.

Medallion Wealth Advisors first reported a position in IHDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $160K in Q4 2025. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Medallion Wealth Advisors held 3,284 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $158K as of Q1 2026.
Medallion Wealth Advisors left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #284 holding.
Medallion Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $160K in Q4 2025.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.