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

North Star 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 		$29.2K Hold
607
– – ﹤0.01% 843
2025
Q4 		$29.5K Buy
+607
New +$28.8K ﹤0.01% 780

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

North Star Investment Management's IHDG Position: Q1 2026 in Review

North Star Investment Management held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q1 2026 at 607 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

North Star Investment Management first reported a position in IHDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.5K in Q4 2025. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

  • North Star Investment Management held 607 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $29.2K as of Q1 2026.
  • North Star 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 ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #843 holding.
  • North Star Investment Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • North Star Investment Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $29.5K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.