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IHDG icon

QTR Family Wealth’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

QTR Family Wealth’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 		$379K Buy
7,238
+30
+0.4% +$1.52K 0.13% 169
2026
Q1 		$366K Sell
7,208
-353
-5% -$17.6K 0.15% 155
2025
Q4 		$386K Sell
7,561
-491
-6% -$23.3K 0.17% 137
2025
Q3 		$371K Sell
8,052
-148
-2% -$6.71K 0.18% 125
2025
Q2 		$369K Sell
8,200
-115
-1% -$5.04K 0.23% 100
2025
Q1 		$361K Buy
+8,315
New +$377K 0.27% 98

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

QTR Family Wealth's IHDG Position: Q2 2026 in Review

QTR Family Wealth increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.42% in Q2 2026, buying an estimated $1.52K and bringing the position to 7,238 shares worth $379K. The position accounts for 0.13% of the portfolio, ranked #169.

QTR Family Wealth first reported a position in IHDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $386K in Q4 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • QTR Family Wealth held 7,238 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $379K as of Q2 2026.
  • QTR Family Wealth bought 30 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.52K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.13% of QTR Family Wealth's portfolio in Q2 2026, its #169 holding.
  • QTR Family Wealth first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $386K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.