Melone Private Wealth
IHDG icon

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
Q3 		$11.1M Buy
213,102
+7,838
+4% +$414K 4.34% 8
2026
Q2 		$10.8M Buy
205,264
+304
+0.1% +$15.4K 4.1% 8
2026
Q1 		$9.9M 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

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Melone Private Wealth's IHDG Position: Q3 2026 in Review

Melone Private Wealth increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 3.8% in Q3 2026, buying an estimated $414K and bringing the position to 213,102 shares worth $11.1M. The position accounts for 4.34% of the portfolio, ranked #8.

Melone Private Wealth first reported a position in IHDG in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.9M in Q3 2025. 100 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

  • Melone Private Wealth held 213,102 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $11.1M as of Q3 2026.
  • Melone Private Wealth bought 7,838 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2026, an estimated $414K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 4.34% of Melone Private Wealth's portfolio in Q3 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 20 quarters since.
  • Melone Private Wealth's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $15.9M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.