MTM Investment Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

MTM Investment 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 Q1	$385K	Hold	8,005	–	–	0.12%	147
2025 Q4	$390K	Hold	8,005	–	–	0.12%	145
2025 Q3	$369K	Hold	8,005	–	–	0.12%	152
2025 Q2	$361K	Sell	8,005 -5,724	-42%	-$251K	0.12%	148
2025 Q1	$597K	Buy	13,729 +776	+6%	+$35.2K	0.23%	102
2024 Q4	$563K	Hold	12,953	–	–	0.22%	107
2024 Q3	$590K	Buy	12,953 +130	+1%	+$5.87K	0.23%	102
2024 Q2	$585K	Buy	12,823 +700	+6%	+$31.9K	0.24%	95
2024 Q1	$557K	Hold	12,123	–	–	0.23%	103
2023 Q4	$509K	Hold	12,123	–	–	0.23%	102
2023 Q3	$470K	Buy	12,123 +280	+2%	+$11.1K	0.24%	97
2023 Q2	$476K	Buy	+11,843	New	+$474K	0.23%	101

Other funds holding IHDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MTM Investment Management's IHDG Position: Q1 2026 in Review

MTM Investment Management held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q1 2026 at 8,005 shares worth $385K. The position accounts for 0.12% of the portfolio, ranked #147.

MTM Investment Management first reported a position in IHDG in Q2 2023 and has held it in 12 quarters since. The position peaked at $597K in Q1 2025. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

MTM Investment Management held 8,005 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $385K as of Q1 2026.
MTM Investment Management left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.12% of MTM Investment Management's portfolio in Q1 2026, its #147 holding.
MTM Investment Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and has held it in 12 quarters since.
MTM Investment Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $597K in Q1 2025.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.