NWS
IHDG icon

Nvest Wealth Strategies’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Nvest Wealth Strategies’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 		$4.09M Sell
78,033
-240
-0.3% -$12.2K 2.55% 13
2026
Q1 		$3.77M Sell
78,273
-33,177
-30% -$1.66M 2.64% 13
2025
Q4 		$5.42M Buy
+111,450
New +$5.29M 3.98% 8

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

Nvest Wealth Strategies's IHDG Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.31% in Q2 2026, selling an estimated $12.2K and leaving 78,033 shares worth $4.09M. The position accounts for 2.55% of the portfolio, ranked #13.

Nvest Wealth Strategies first reported a position in IHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.42M in Q4 2025. 146 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Nvest Wealth Strategies held 78,033 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $4.09M as of Q2 2026.
  • Nvest Wealth Strategies sold 240 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $12.2K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 2.55% of Nvest Wealth Strategies's portfolio in Q2 2026, its #13 holding.
  • Nvest Wealth Strategies first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $5.42M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.