NFP Retirement Inc’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

NFP Retirement Inc’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	$9.65M	Sell	184,303 -6,777	-4%	-$344K	0.53%	41
2026 Q1	$9.2M	Buy	191,080 +16,398	+9%	+$819K	0.55%	39
2025 Q4	$8.5M	Buy	174,682 +709	+0.4%	+$33.6K	0.52%	41
2025 Q3	$8.02M	Buy	173,973 +4,940	+3%	+$224K	0.51%	41
2025 Q2	$7.61M	Buy	+169,033	New	+$7.4M	0.5%	44
2025 Q1	–	Sell	-13,693	Closed	-$595K	–	288
2024 Q4	$595K	Hold	13,693	–	–	0.05%	167
2024 Q3	$626K	Hold	13,693	–	–	0.05%	166
2024 Q2	$624K	Sell	13,693 -38	-0.3%	-$1.73K	0.05%	165
2024 Q1	$631K	Buy	13,731 +32	+0.2%	+$1.4K	0.05%	156
2023 Q4	$575K	Sell	13,699 -12	-0.1%	-$476	0.1%	139
2023 Q3	$531K	Buy	13,711 +53	+0.4%	+$2.1K	0.1%	144
2023 Q2	$549K	Hold	13,658	–	–	0.1%	141
2023 Q1	$538K	Buy	13,658 +7,632	+127%	+$291K	0.11%	147
2022 Q4	$215K	Hold	6,026	–	–	0.05%	219
2022 Q3	$216K	Buy	6,026 +242	+4%	+$9.37K	0.05%	207
2022 Q2	$216K	Buy	+5,784	New	+$235K	0.05%	210

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

NFP Retirement Inc's IHDG Position: Q2 2026 in Review

NFP Retirement Inc reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 3.5% in Q2 2026, selling an estimated $344K and leaving 184,303 shares worth $9.65M. The position accounts for 0.53% of the portfolio, ranked #41.

NFP Retirement Inc first reported a position in IHDG in Q2 2022 and has held it in 16 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

NFP Retirement Inc held 184,303 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $9.65M as of Q2 2026.
NFP Retirement Inc sold 6,777 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $344K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.53% of NFP Retirement Inc's portfolio in Q2 2026, its #41 holding.
NFP Retirement Inc first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2022 and has held it in 16 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.