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Prepared Retirement Institute’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Prepared Retirement Institute’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 		$13.8M Sell
263,132
-5,540
-2% -$281K 5.87% 5
2026
Q1 		$12.9M Sell
268,672
-2,771
-1% -$138K 6.42% 4
2025
Q4 		$13.2M Buy
271,443
+567
+0.2% +$26.9K 6.65% 4
2025
Q3 		$12.5M Buy
270,876
+34,107
+14% +$1.55M 6.51% 4
2025
Q2 		$10.7M Buy
236,769
+8,895
+4% +$389K 6.28% 4
2025
Q1 		$9.89M Sell
227,874
-48,624
-18% -$2.21M 6.31% 4
2024
Q4 		$12M Buy
276,498
+21,544
+8% +$961K 6.86% 4
2024
Q3 		$11.7M Buy
254,954
+4,175
+2% +$189K 7.05% 4
2024
Q2 		$11.4M Buy
250,779
+10,229
+4% +$466K 7.58% 4
2024
Q1 		$11.1M Sell
240,550
-28,658
-11% -$1.25M 8.25% 4
2023
Q4 		$11.3M Buy
+269,208
New +$10.7M 8.47% 4

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Prepared Retirement Institute's IHDG Position: Q2 2026 in Review

Prepared Retirement Institute reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 2.1% in Q2 2026, selling an estimated $281K and leaving 263,132 shares worth $13.8M. The position accounts for 5.87% of the portfolio, ranked #5.

Prepared Retirement Institute first reported a position in IHDG in Q4 2023 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Prepared Retirement Institute held 263,132 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $13.8M as of Q2 2026.
  • Prepared Retirement Institute sold 5,540 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $281K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 5.87% of Prepared Retirement Institute's portfolio in Q2 2026, its #5 holding.
  • Prepared Retirement Institute first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.