Northbridge Financial Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Northbridge Financial Group’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	$1.37M	Sell	26,211 -4,236	-14%	-$215K	0.53%	39
2026 Q1	$1.54M	Sell	30,447 -773	-2%	-$38.6K	0.66%	34
2025 Q4	$1.52M	Buy	+31,220	New	+$1.48M	0.68%	32

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

Northbridge Financial Group's IHDG Position: Q2 2026 in Review

Northbridge Financial Group reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 14% in Q2 2026, selling an estimated $215K and leaving 26,211 shares worth $1.37M. The position accounts for 0.53% of the portfolio, ranked #39.

Northbridge Financial Group first reported a position in IHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q1 2026. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Northbridge Financial Group held 26,211 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.37M as of Q2 2026.
Northbridge Financial Group sold 4,236 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $215K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.53% of Northbridge Financial Group's portfolio in Q2 2026, its #39 holding.
Northbridge Financial Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Northbridge Financial Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.54M in Q1 2026.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.