Mission Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Mission Wealth Management’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	$1.16M	Buy	+22,189	New	+$1.13M	0.01%	436
2025 Q3	–	Sell	-6,926	Closed	-$312K	–	725
2025 Q2	$312K	Sell	6,926 -24,324	-78%	-$1.07M	0.01%	573
2025 Q1	$1.36M	Buy	31,250 +642	+2%	+$29.1K	0.03%	245
2024 Q4	$1.33M	Sell	30,608 -257	-0.8%	-$11.5K	0.03%	231
2024 Q3	$1.41M	Buy	30,865 +10,554	+52%	+$477K	0.03%	226
2024 Q2	$926K	Sell	20,311 -217,655	-91%	-$9.91M	0.02%	287
2024 Q1	$10.9M	Buy	237,966 +224,373	+1,651%	+$9.8M	0.29%	48
2023 Q4	$571K	Buy	+13,593	New	+$539K	0.02%	343

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

Mission Wealth Management's IHDG Position: Q2 2026 in Review

Mission Wealth Management opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026: 22,189 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in IHDG as recently as Q2 2025.

Mission Wealth Management first reported a position in IHDG in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.9M in Q1 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Mission Wealth Management held 22,189 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.16M as of Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund was a new Mission Wealth Management position in Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #436 holding.
Mission Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2023 and has held it in 8 quarters since.
Mission Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $10.9M in Q1 2024.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.