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 Q2	$172K	Hold	3,284	–	–	0.05%	257
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

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

Medallion Wealth Advisors's IHDG Position: Q2 2026 in Review

Medallion Wealth Advisors held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2026 at 3,284 shares worth $172K. The position accounts for 0.05% of the portfolio, ranked #257.

Medallion Wealth Advisors first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Medallion Wealth Advisors held 3,284 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $172K as of Q2 2026.
Medallion Wealth Advisors left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #257 holding.
Medallion Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.