RFG Advisory’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

RFG Advisory’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 Q3	$1.19M	Buy	+22,998	New	+$1.21M	0.02%	538
2025 Q2	–	Sell	-16,605	Closed	-$721K	–	948
2025 Q1	$721K	Sell	16,605 -683	-4%	-$31K	0.02%	476
2024 Q4	$752K	Sell	17,288 -2,669	-13%	-$119K	0.02%	424
2024 Q3	$912K	Buy	+19,957	New	+$901K	0.03%	378
2023 Q4	–	Sell	-8,031	Closed	-$311K	–	661
2023 Q3	$311K	Buy	8,031 +703	+10%	+$27.8K	0.01%	500
2023 Q2	$294K	Buy	7,328 +451	+7%	+$18.1K	0.01%	531
2023 Q1	$271K	Buy	6,877 +107	+2%	+$4.08K	0.01%	535
2022 Q4	$264K	Sell	6,770 -113	-2%	-$4.28K	0.01%	538
2022 Q3	$265K	Buy	6,883 +359	+6%	+$13.9K	0.02%	518
2022 Q2	$262K	Buy	6,524 +652	+11%	+$26.5K	0.02%	484
2022 Q1	$252K	Buy	5,872 +617	+12%	+$26.5K	0.02%	442
2021 Q4	$240K	Buy	+5,255	New	+$234K	0.02%	433

Other funds holding IHDG

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

RFG Advisory's IHDG Position: Q3 2026 in Review

RFG Advisory opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2026: 22,998 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #538 among its holdings. This is a return to the name: RFG Advisory previously reported a position in IHDG as recently as Q1 2025.

RFG Advisory first reported a position in IHDG in Q4 2021 and has held it in 12 quarters since. 119 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

RFG Advisory held 22,998 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.19M as of Q3 2026.
WisdomTree International Hedged Quality Dividend Growth Fund was a new RFG Advisory position in Q3 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of RFG Advisory's portfolio in Q3 2026, its #538 holding.
RFG Advisory first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 12 quarters since.
119 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.