NBC Securities’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

NBC Securities’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	$107K	Sell	2,047 -30	-1%	-$1.52K	0.01%	1053
2026 Q1	$100K	Buy	2,077 +106	+5%	+$5.29K	0.01%	1095
2025 Q4	$95.9K	Sell	1,971 -33,498	-94%	-$1.59M	0.01%	1099
2025 Q3	$1.63M	Buy	35,469 +1,053	+3%	+$47.7K	0.13%	181
2025 Q2	$1.55M	Buy	34,416 +916	+3%	+$40.1K	0.13%	194
2025 Q1	$1.45M	Buy	33,500 +33,476	+139,483%	+$1.52M	0.12%	181
2024 Q4	$1.06K	Sell	24 -22,466	-100%	-$1M	0.1%	227
2024 Q3	$1.03M	Buy	+22,490	New	+$1.02M	0.09%	247

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

NBC Securities's IHDG Position: Q2 2026 in Review

NBC Securities reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.4% in Q2 2026, selling an estimated $1.52K and leaving 2,047 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #1053.

NBC Securities first reported a position in IHDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q3 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

NBC Securities held 2,047 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $107K as of Q2 2026.
NBC Securities sold 30 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.52K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of NBC Securities's portfolio in Q2 2026, its #1053 holding.
NBC Securities first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
NBC Securities's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.63M in Q3 2025.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.