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 Q3	$107K	Buy	2,056 +9	+0.4%	+$475	0.01%	1059
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

NBC Securities's IHDG Position: Q3 2026 in Review

NBC Securities increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.44% in Q3 2026, buying an estimated $475 and bringing the position to 2,056 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #1059.

NBC Securities first reported a position in IHDG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q3 2025. 140 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

NBC Securities held 2,056 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $107K as of Q3 2026.
NBC Securities bought 9 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2026, an estimated $475.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of NBC Securities's portfolio in Q3 2026, its #1059 holding.
NBC Securities first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024 and has held it in 9 quarters since.
NBC Securities's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.63M in Q3 2025.
140 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.