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

&Partners’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	Buy	77,982 +1,886	+2%	+$95.7K	0.02%	678
2026 Q1	$3.66M	Sell	76,096 -10,480	-12%	-$523K	0.02%	637
2025 Q4	$4.21M	Buy	86,576 +7,216	+9%	+$342K	0.02%	558
2025 Q3	$3.64M	Buy	79,360 +1,897	+2%	+$86K	0.02%	522
2025 Q2	$3.49M	Buy	77,463 +54,633	+239%	+$2.39M	0.03%	465
2025 Q1	$1,000K	Buy	22,830 +3,158	+16%	+$143K	0.01%	832
2024 Q4	$861K	Buy	19,672 +6,826	+53%	+$304K	0.01%	835
2024 Q3	$598K	Buy	+12,846	New	+$580K	0.01%	780

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

&Partners's IHDG Position: Q2 2026 in Review

&Partners increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 2.5% in Q2 2026, buying an estimated $95.7K and bringing the position to 77,982 shares worth $4.09M. The position accounts for 0.02% of the portfolio, ranked #678.

&Partners first reported a position in IHDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.21M in Q4 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

&Partners held 77,982 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $4.09M as of Q2 2026.
&Partners bought 1,886 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $95.7K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of &Partners's portfolio in Q2 2026, its #678 holding.
&Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
&Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.21M in Q4 2025.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.