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Merit Financial Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Merit Financial Group’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 		$1.73M Sell
33,009
-2,534
-7% -$129K 0.01% 821
2026
Q1 		$1.71M Sell
35,543
-4,738
-12% -$237K 0.01% 740
2025
Q4 		$1.96M Buy
40,281
+8,062
+25% +$382K 0.02% 655
2025
Q3 		$1.48M Sell
32,219
-30,020
-48% -$1.36M 0.01% 687
2025
Q2 		$2.8M Sell
62,239
-46,170
-43% -$2.02M 0.03% 421
2025
Q1 		$4.7M Buy
108,409
+13,465
+14% +$611K 0.07% 233
2024
Q4 		$4.13M Buy
94,944
+81,774
+621% +$3.65M 0.07% 219
2024
Q3 		$602K Buy
13,170
+18
+0.1% +$813 0.01% 522
2024
Q2 		$600K Buy
13,152
+8
+0.1% +$364 0.01% 542
2024
Q1 		$590K Sell
13,144
-1,575
-11% -$68.8K 0.01% 531
2023
Q4 		$618K Sell
14,719
-8,400
-36% -$333K 0.02% 440
2023
Q3 		$896K Sell
23,119
-919
-4% -$36.4K 0.03% 346
2023
Q2 		$966K Sell
24,038
-3,233
-12% -$129K 0.03% 343
2023
Q1 		$1.08M Sell
27,271
-10,442
-28% -$398K 0.04% 280
2022
Q4 		$1.34M Sell
37,713
-11,906
-24% -$451K 0.05% 246
2022
Q3 		$1.78M Buy
49,619
+39,662
+398% +$1.54M 0.08% 168
2022
Q2 		$373K Buy
9,957
+3,859
+63% +$157K 0.01% 408
2022
Q1 		$262K Buy
+6,098
New +$261K 0.02% 319

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

Merit Financial Group's IHDG Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 7.1% in Q2 2026, selling an estimated $129K and leaving 33,009 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #821.

Merit Financial Group first reported a position in IHDG in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.7M in Q1 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Merit Financial Group held 33,009 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.73M as of Q2 2026.
  • Merit Financial Group sold 2,534 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $129K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #821 holding.
  • Merit Financial Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.7M in Q1 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.