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 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

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

NFP Retirement Inc's IHDG Position: Q1 2026 in Review

NFP Retirement Inc increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 9.4% in Q1 2026, buying an estimated $819K and bringing the position to 191,080 shares worth $9.2M. The position accounts for 0.55% of the portfolio, ranked #39.

NFP Retirement Inc first reported a position in IHDG in Q2 2022 and has held it in 15 quarters since. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

NFP Retirement Inc held 191,080 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $9.2M as of Q1 2026.
NFP Retirement Inc bought 16,398 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $819K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.55% of NFP Retirement Inc's portfolio in Q1 2026, its #39 holding.
NFP Retirement Inc first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2022 and has held it in 15 quarters since.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.