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IHDG icon

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

Montis Financial’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 		$320K Sell
6,105
-11
-0.2% -$558 0.07% 124
2026
Q1 		$294K Sell
6,116
-299
-5% -$14.9K 0.06% 127
2025
Q4 		$312K Sell
6,415
-1,683
-21% -$79.8K 0.06% 122
2025
Q3 		$373K Sell
8,098
-1,652
-17% -$74.9K 0.09% 117
2025
Q2 		$439K Sell
9,750
-7,070
-42% -$310K 0.12% 95
2025
Q1 		$730K Sell
16,820
-2,924
-15% -$133K 0.21% 65
2024
Q4 		$858K Buy
+19,744
New +$881K 0.27% 54

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

Montis Financial's IHDG Position: Q2 2026 in Review

Montis Financial reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.18% in Q2 2026, selling an estimated $558 and leaving 6,105 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #124.

Montis Financial first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $858K in Q4 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Montis Financial held 6,105 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $320K as of Q2 2026.
  • Montis Financial sold 11 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $558.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.07% of Montis Financial's portfolio in Q2 2026, its #124 holding.
  • Montis Financial first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • Montis Financial's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $858K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.