Partners Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Partners Wealth 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	–	Sell	-8,167	Closed	-$397K	–	113
2025 Q4	$397K	Sell	8,167 -373	-4%	-$17.7K	0.42%	64
2025 Q3	$394K	Buy	+8,540	New	+$387K	0.39%	73

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

Partners Wealth Management's IHDG Position: Q1 2026 in Review

Partners Wealth Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2026, closing a stake of 8,167 shares — an estimated $397K sold.

Partners Wealth Management first reported a position in IHDG in Q3 2025 and held it in 2 quarters. The position peaked at $397K in Q4 2025. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Partners Wealth Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
Partners Wealth Management sold 8,167 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $397K.
Partners Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2025 and held it in 2 quarters.
Partners Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $397K in Q4 2025.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Partners Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.