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

Melone Private 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
Q2 		$10.8M Buy
205,264
+304
+0.1% +$15.4K 4.1% 8
2026
Q1 		$9.87M Sell
204,960
-2,042
-1% -$102K 4.03% 9
2025
Q4 		$10.1M Sell
207,002
-138,052
-40% -$6.55M 4.27% 9
2025
Q3 		$15.9M Buy
345,054
+40,285
+13% +$1.83M 7.2% 3
2025
Q2 		$13.8M Buy
304,769
+9,779
+3% +$428K 7.05% 4
2025
Q1 		$12.8M Buy
294,990
+3,628
+1% +$165K 6.7% 4
2024
Q4 		$12.7M Sell
291,362
-12,298
-4% -$549K 6.56% 4
2024
Q3 		$13.9M Buy
303,660
+14,217
+5% +$642K 7.37% 3
2024
Q2 		$13.2M Buy
289,443
+4,209
+1% +$192K 7.82% 2
2024
Q1 		$13.1M Buy
285,234
+2,754
+1% +$120K 7.87% 2
2023
Q4 		$11.9M Buy
282,480
+47,015
+20% +$1.87M 7.55% 3
2023
Q3 		$9.12M Buy
235,465
+14,858
+7% +$588K 6.52% 4
2023
Q2 		$8.86M Buy
220,607
+16,010
+8% +$641K 6.25% 4
2023
Q1 		$8.04M Buy
204,597
+57,067
+39% +$2.18M 6.13% 4
2022
Q4 		$5.26M Buy
147,530
+4,815
+3% +$182K 4.45% 8
2022
Q3 		$5.32M Buy
142,715
+5,499
+4% +$213K 4.64% 7
2022
Q2 		$5.23M Buy
137,216
+3,059
+2% +$125K 4.43% 7
2022
Q1 		$5.61M Buy
134,157
+15,928
+13% +$683K 4.58% 6
2021
Q4 		$5.41M Buy
+118,229
New +$5.28M 4.07% 8

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

Melone Private Wealth's IHDG Position: Q2 2026 in Review

Melone Private Wealth increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.15% in Q2 2026, buying an estimated $15.4K and bringing the position to 205,264 shares worth $10.8M. The position accounts for 4.1% of the portfolio, ranked #8.

Melone Private Wealth first reported a position in IHDG in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q3 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Melone Private Wealth held 205,264 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $10.8M as of Q2 2026.
  • Melone Private Wealth bought 304 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $15.4K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 4.1% of Melone Private Wealth's portfolio in Q2 2026, its #8 holding.
  • Melone Private Wealth first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • Melone Private Wealth's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $15.9M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.